Private Management Group
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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
Q3 		$3.92M Sell
45,546
-479
-1% -$41.5K 0.11% 153
2026
Q2 		$3.74M Sell
46,025
-667
-1% -$52.7K 0.1% 158
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Management Group's KO Position: Q3 2026 in Review

Private Management Group reduced its Coca-Cola (KO) stake by 1% in Q3 2026, selling an estimated $41.5K and leaving 45,546 shares worth $3.92M. The position accounts for 0.11% of the portfolio, ranked #153.

Private Management Group first reported a position in KO in Q4 2021 and has held it in 20 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Private Management Group held 45,546 shares of Coca-Cola worth $3.92M as of Q3 2026.
  • Private Management Group sold 479 Coca-Cola shares in Q3 2026, an estimated $41.5K.
  • Coca-Cola made up 0.11% of Private Management Group's portfolio in Q3 2026, its #153 holding.
  • Private Management Group first reported a position in Coca-Cola in Q4 2021 and has held it in 20 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Private Management Group's 13F filing for Q3 2026, filed 4 Nov 2026.