MHS
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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
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

M Holdings Securities's KO Position: Q1 2026 in Review

M Holdings Securities reduced its Coca-Cola (KO) stake by 21% in Q1 2026, selling an estimated $1.11M and leaving 56,720 shares worth $4.4M. The position accounts for 0.3% of the portfolio, ranked #63.

M Holdings Securities first reported a position in KO in Q4 2013 and has held it in 42 quarters since. The position peaked at $5M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • M Holdings Securities held 56,720 shares of Coca-Cola worth $4.4M as of Q1 2026.
  • M Holdings Securities sold 14,737 Coca-Cola shares in Q1 2026, an estimated $1.11M.
  • Coca-Cola made up 0.3% of M Holdings Securities's portfolio in Q1 2026, its #63 holding.
  • M Holdings Securities first reported a position in Coca-Cola in Q4 2013 and has held it in 42 quarters since.
  • M Holdings Securities's Coca-Cola position peaked at $5M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.