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 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Management Group's KO Position: Q2 2026 in Review

Private Management Group reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $52.7K and leaving 46,025 shares worth $3.74M. The position accounts for 0.1% of the portfolio, ranked #158.

Private Management Group first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Private Management Group held 46,025 shares of Coca-Cola worth $3.74M as of Q2 2026.
Private Management Group sold 667 Coca-Cola shares in Q2 2026, an estimated $52.7K.
Coca-Cola made up 0.1% of Private Management Group's portfolio in Q2 2026, its #158 holding.
Private Management Group first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.