M Holdings Securities’s Coca-Cola KO Stock Holding History

M Holdings Securities’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
2023 Q3	–	Sell	-25,117	Closed	-$1.51M	–	248
2023 Q2	$1.51M	Sell	25,117 -24,891	-50%	-$1.55M	0.31%	47
2023 Q1	$3.1M	Buy	+50,008	New	+$3.03M	0.32%	59

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M Holdings Securities's KO Position: Q2 2026 in Review

M Holdings Securities sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 56,720 shares — an estimated $4.4M sold.

M Holdings Securities first reported a position in KO in Q4 2013 and held it in 42 quarters. The position peaked at $5M in Q4 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

M Holdings Securities reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 56,720 Coca-Cola shares in Q2 2026, an estimated $4.4M.
M Holdings Securities first reported a position in Coca-Cola in Q4 2013 and held it in 42 quarters.
M Holdings Securities's Coca-Cola position peaked at $5M in Q4 2025.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.