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Private Management Group’s Coca-Cola KO Stock Holding History

Private Management Group’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.55M Hold
46,692
– – 0.1% 155
2025
Q4 		$3.26M Sell
46,692
-333
-0.7% -$23.2K 0.1% 152
2025
Q3 		$3.12M Hold
47,025
– – 0.09% 148
2025
Q2 		$3.33M Buy
47,025
+41,690
+781% +$2.97M 0.11% 141
2025
Q1 		$382K Buy
5,335
+19
+0.4% +$1.27K 0.01% 172
2024
Q4 		$331K Buy
5,316
+703
+15% +$45.9K 0.01% 178
2024
Q3 		$332K Sell
4,613
-170
-4% -$11.6K 0.01% 181
2024
Q2 		$304K Sell
4,783
-294
-6% -$18.2K 0.01% 179
2024
Q1 		$311K Buy
5,077
+61
+1% +$3.66K 0.01% 179
2023
Q4 		$296K Buy
5,016
+73
+1% +$4.15K 0.01% 176
2023
Q3 		$277K Buy
4,943
+18
+0.4% +$1.08K 0.01% 166
2023
Q2 		$297K Buy
4,925
+124
+3% +$7.71K 0.01% 163
2023
Q1 		$298K Sell
4,801
-358
-7% -$21.7K 0.01% 160
2022
Q4 		$328K Buy
5,159
+266
+5% +$16.1K 0.01% 159
2022
Q3 		$274K Sell
4,893
-183
-4% -$11.4K 0.01% 161
2022
Q2 		$319K Buy
5,076
+294
+6% +$18.6K 0.01% 146
2022
Q1 		$296K Sell
4,782
-189
-4% -$11.5K 0.01% 138
2021
Q4 		$294K Buy
+4,971
New +$277K 0.01% 144

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Management Group's KO Position: Q1 2026 in Review

Private Management Group held its Coca-Cola (KO) position steady in Q1 2026 at 46,692 shares worth $3.55M. The position accounts for 0.1% of the portfolio, ranked #155.

Private Management Group first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Private Management Group held 46,692 shares of Coca-Cola worth $3.55M as of Q1 2026.
  • Private Management Group left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.1% of Private Management Group's portfolio in Q1 2026, its #155 holding.
  • Private Management Group first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.