Pinnacle Wealth Management Advisory Group, LLC
Position in KO — Coca Cola Co
CIK 1631864
RED BANK, NJ
Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,926,749
+$513,872 QoQ
Shares Held
60,622
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#926
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $10,587,841 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (46.5% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,926,749 | 60,622 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,412,877 | 58,026 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,341,900 | 62,107 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,209,065 | 63,466 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,444,444 | 62,819 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,501,603 | 62,854 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,805,144 | 61,117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,421,545 | 61,530 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,966,158 | 62,312 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,678,325 | 60,123 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,484,471 | 59,129 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,327,115 | 59,434 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,774,047 | 62,671 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,791,645 | 61,126 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,046,868 | 63,620 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,579,229 | 63,892 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,717,414 | 59,091 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,562,396 | 57,458 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,119,538 | 52,686 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $552,456 | 10,529 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $580,329 | 10,725 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $565,314 | 10,725 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $599,730 | 10,936 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $517,348 | 10,479 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $439,159 | 9,829 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $367,673 | 8,309 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||