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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
Q2 		$238K Hold
2,930
– – 0.11% 98
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pullen Investment Management's KO Position: Q2 2026 in Review

Pullen Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 2,930 shares worth $238K. 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 9 quarters since. The position peaked at $299K in Q3 2024. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Pullen Investment Management held 2,930 shares of Coca-Cola worth $238K as of Q2 2026.
  • Pullen Investment Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.11% of Pullen Investment Management's portfolio in Q2 2026, its #98 holding.
  • Pullen Investment Management first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • Pullen Investment Management's Coca-Cola position peaked at $299K in Q3 2024.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.