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Forvis Mazars Wealth Advisors’s Coca-Cola KO Stock Holding History

Forvis Mazars Wealth Advisors’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 		$3.34M Buy
43,964
+402
+0.9% +$30.4K 0.06% 115
2025
Q4 		$3.05M Sell
43,562
-8,073
-16% -$563K 0.06% 121
2025
Q3 		$3.42M Buy
51,635
+635
+1% +$43.7K 0.07% 113
2025
Q2 		$3.61M Sell
51,000
-3,813
-7% -$272K 0.08% 108
2025
Q1 		$3.93M Sell
54,813
-20,099
-27% -$1.34M 0.09% 103
2024
Q4 		$4.66M Sell
74,912
-3,925
-5% -$256K 0.11% 94
2024
Q3 		$5.67M Buy
78,837
+8,265
+12% +$566K 0.13% 88
2024
Q2 		$4.49M Buy
70,572
+4,189
+6% +$259K 0.11% 97
2024
Q1 		$4.06M Sell
66,383
-1,601
-2% -$96.2K 0.1% 104
2023
Q4 		$4.01M Sell
67,984
-2,132
-3% -$121K 0.11% 100
2023
Q3 		$3.93M Buy
70,116
+23,270
+50% +$1.4M 0.12% 101
2023
Q2 		$2.82M Buy
46,846
+12,847
+38% +$799K 0.08% 139
2023
Q1 		$2.11M Sell
33,999
-513
-1% -$31.1K 0.07% 143
2022
Q4 		$2.2M Buy
34,512
+1,347
+4% +$81.3K 0.08% 136
2022
Q3 		$1.86M Sell
33,165
-761
-2% -$47.3K 0.08% 144
2022
Q2 		$2.13M Buy
33,926
+2,522
+8% +$160K 0.09% 122
2022
Q1 		$1.95M Buy
31,404
+2,412
+8% +$147K 0.08% 110
2021
Q4 		$1.72M Buy
28,992
+2,041
+8% +$114K 0.07% 115
2021
Q3 		$1.41M Sell
26,951
-366
-1% -$20.4K 0.07% 119
2021
Q2 		$1.48M Sell
27,317
-7,289
-21% -$397K 0.07% 117
2021
Q1 		$1.82M Sell
34,606
-20,682
-37% -$1.04M 0.09% 98
2020
Q4 		$3.03M Buy
55,288
+6,481
+13% +$335K 0.15% 74
2020
Q3 		$2.41M Sell
48,807
-189
-0.4% -$9.09K 0.14% 76
2020
Q2 		$2.19M Buy
48,996
+230
+0.5% +$10.6K 0.14% 78
2020
Q1 		$2.16M Sell
48,766
-7,066
-13% -$382K 0.18% 63
2019
Q4 		$3.09M Sell
55,832
-1,350
-2% -$72.6K 0.22% 58
2019
Q3 		$3.11M Buy
57,182
+10,358
+22% +$555K 0.25% 55
2019
Q2 		$2.38M Sell
46,824
-629
-1% -$30.8K 0.19% 69
2019
Q1 		$2.22M Sell
47,453
-6,274
-12% -$293K 0.18% 71
2018
Q4 		$2.54M Sell
53,727
-4,585
-8% -$219K 0.26% 53
2018
Q3 		$2.69M Buy
58,312
+1,381
+2% +$63.1K 0.24% 53
2018
Q2 		$2.5M Buy
56,931
+1,952
+4% +$84.3K 0.24% 60
2018
Q1 		$2.39M Buy
54,979
+3,953
+8% +$178K 0.24% 57
2017
Q4 		$2.34M Buy
51,026
+959
+2% +$44.1K 0.23% 60
2017
Q3 		$2.25M Buy
50,067
+4,153
+9% +$189K 0.25% 59
2017
Q2 		$2.06M Buy
45,914
+4,968
+12% +$220K 0.23% 65
2017
Q1 		$1.74M Buy
40,946
+3,764
+10% +$157K 0.21% 63
2016
Q4 		$1.54M Buy
37,182
+5,229
+16% +$218K 0.2% 66
2016
Q3 		$1.35M Hold
31,953
– – 0.19% 66
2016
Q2 		$1.45M Sell
31,953
-906
-3% -$40.9K 0.22% 63
2016
Q1 		$1.52M Sell
32,859
-1,414
-4% -$61.5K 0.24% 54
2015
Q4 		$1.47M Buy
34,273
+576
+2% +$24.4K 0.22% 53
2015
Q3 		$1.35M Sell
33,697
-363
-1% -$14.5K 0.24% 56
2015
Q2 		$1.34M Buy
34,060
+504
+2% +$20.5K 0.2% 64
2015
Q1 		$1.36M Buy
33,556
+1,593
+5% +$66.6K 0.2% 65
2014
Q4 		$1.35M Buy
31,963
+2,647
+9% +$113K 0.22% 59
2014
Q3 		$1.25M Buy
29,316
+178
+0.6% +$7.36K 0.22% 58
2014
Q2 		$1.23M Buy
29,138
+3,110
+12% +$126K 0.21% 60
2014
Q1 		$1.01M Buy
26,028
+1,459
+6% +$56.4K 0.18% 78
2013
Q4 		$1.01M Sell
24,569
-233
-0.9% -$9.19K 0.19% 73
2013
Q3 		$939K Sell
24,802
-258
-1% -$10.2K 0.19% 77
2013
Q2 		$1M Buy
+25,060
New +$1.04M 0.8% 45

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

Forvis Mazars Wealth Advisors's KO Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Coca-Cola (KO) stake by 0.92% in Q1 2026, buying an estimated $30.4K and bringing the position to 43,964 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #115.

Forvis Mazars Wealth Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.67M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 43,964 shares of Coca-Cola worth $3.34M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 402 Coca-Cola shares in Q1 2026, an estimated $30.4K.
  • Coca-Cola made up 0.06% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #115 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's Coca-Cola position peaked at $5.67M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.