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Pullen Investment Management’s Coca-Cola KO Stock Holding History

Pullen Investment Management’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 		$223K Buy
2,930
+24
+0.8% +$1.81K 0.11% 98
2025
Q4 		$203K Buy
+2,906
New +$203K 0.11% 97
2025
Q3 		– Sell
-2,906
Closed -$206K – 104
2025
Q2 		$206K Sell
2,906
-646
-18% -$46K 0.12% 100
2025
Q1 		$254K Sell
3,552
-603
-15% -$40.3K 0.16% 100
2024
Q4 		$259K Hold
4,155
– – 0.17% 100
2024
Q3 		$299K Hold
4,155
– – 0.22% 95
2024
Q2 		$264K Hold
4,155
– – 0.22% 95
2024
Q1 		$254K Buy
+4,155
New +$250K 0.21% 94

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

Pullen Investment Management's KO Position: Q1 2026 in Review

Pullen Investment Management increased its Coca-Cola (KO) stake by 0.83% in Q1 2026, buying an estimated $1.81K and bringing the position to 2,930 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #98.

Pullen Investment Management first reported a position in KO in Q1 2024 and has held it in 8 quarters since. The position peaked at $299K in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Pullen Investment Management held 2,930 shares of Coca-Cola worth $223K as of Q1 2026.
  • Pullen Investment Management bought 24 Coca-Cola shares in Q1 2026, an estimated $1.81K.
  • Coca-Cola made up 0.11% of Pullen Investment Management's portfolio in Q1 2026, its #98 holding.
  • Pullen Investment Management first reported a position in Coca-Cola in Q1 2024 and has held it in 8 quarters since.
  • Pullen Investment Management's Coca-Cola position peaked at $299K in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.