Deseret Mutual Benefit Administrators’s Coca-Cola KO Stock Holding History

Deseret Mutual Benefit Administrators’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	$2.2M	Buy	28,953 +10,715	+59%	+$810K	0.75%	31
2025 Q4	$1.28M	Sell	18,238 -799	-4%	-$55.7K	0.54%	27
2025 Q3	$1.26M	Sell	19,037 -1,062	-5%	-$73.1K	0.53%	28
2025 Q2	$1.42M	Hold	20,099	–	–	0.67%	25
2025 Q1	$1.44M	Buy	20,099 +143	+0.7%	+$9.55K	0.71%	21
2024 Q4	$1.24M	Sell	19,956 -400	-2%	-$26.1K	0.61%	26
2024 Q3	$1.46M	Sell	20,356 -1,551	-7%	-$106K	0.74%	24
2024 Q2	$1.39M	Buy	21,907 +1,062	+5%	+$65.7K	0.65%	26
2024 Q1	$1.28M	Buy	20,845 +2,016	+11%	+$121K	0.64%	27
2023 Q4	$1.11M	Sell	18,829 -7,993	-30%	-$454K	0.64%	26
2023 Q3	$1.5M	Sell	26,822 -5,176	-16%	-$310K	0.74%	22
2023 Q2	$1.93M	Sell	31,998 -3,083	-9%	-$192K	0.75%	18
2023 Q1	$2.18M	Sell	35,081 -1,900	-5%	-$115K	0.86%	13
2022 Q4	$2.35M	Sell	36,981 -26,747	-42%	-$1.61M	0.97%	12
2022 Q3	$3.57M	Sell	63,728 -12,523	-16%	-$778K	1.01%	11
2022 Q2	$4.8M	Buy	76,251 +3,838	+5%	+$243K	1.08%	11
2022 Q1	$4.49M	Sell	72,413 -13,255	-15%	-$806K	0.9%	13
2021 Q4	$5.07M	Buy	85,668 +297	+0.3%	+$16.5K	0.85%	16
2021 Q3	$4.48M	Buy	85,371 +69,517	+438%	+$3.88M	0.82%	16
2021 Q2	$858K	Buy	+15,854	New	+$863K	0.21%	50

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deseret Mutual Benefit Administrators's KO Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Coca-Cola (KO) stake by 59% in Q1 2026, buying an estimated $810K and bringing the position to 28,953 shares worth $2.2M. The position accounts for 0.75% of the portfolio, ranked #31.

Deseret Mutual Benefit Administrators first reported a position in KO in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.07M in Q4 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Deseret Mutual Benefit Administrators held 28,953 shares of Coca-Cola worth $2.2M as of Q1 2026.
Deseret Mutual Benefit Administrators bought 10,715 Coca-Cola shares in Q1 2026, an estimated $810K.
Coca-Cola made up 0.75% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #31 holding.
Deseret Mutual Benefit Administrators first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Coca-Cola position peaked at $5.07M in Q4 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.