MKA
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M. Kulyk & Associates’s Coca-Cola KO Stock Holding History

M. Kulyk & Associates’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 		$2.06M Buy
27,113
+150
+0.6% +$11.3K 0.38% 48
2025
Q4 		$1.88M Sell
26,963
-56
-0.2% -$3.9K 0.36% 47
2025
Q3 		$1.79M Hold
27,019
– – 0.36% 47
2025
Q2 		$1.91M Sell
27,019
-25
-0.1% -$1.78K 0.42% 52
2025
Q1 		$1.94M Sell
27,044
-394
-1% -$26.3K 0.44% 51
2024
Q4 		$1.71M Buy
27,438
+305
+1% +$19.9K 0.37% 50
2024
Q3 		$1.95M Hold
27,133
– – 0.39% 49
2024
Q2 		$1.73M Sell
27,133
-400
-1% -$24.8K 0.4% 49
2024
Q1 		$1.68M Buy
27,533
+395
+1% +$23.7K 0.39% 49
2023
Q4 		$1.6M Sell
27,138
-2,191
-7% -$124K 0.37% 54
2023
Q3 		$1.64M Sell
29,329
-649
-2% -$38.9K 0.46% 51
2023
Q2 		$1.81M Hold
29,978
– – 0.5% 53
2023
Q1 		$1.86M Buy
29,978
+67
+0.2% +$4.06K 0.56% 51
2022
Q4 		$1.9M Sell
29,911
-2,217
-7% -$134K 0.64% 47
2022
Q3 		$1.8M Sell
32,128
-2,385
-7% -$148K 0.63% 47
2022
Q2 		$2.17M Sell
34,513
-146
-0.4% -$9.26K 0.68% 44
2022
Q1 		$2.15M Sell
34,659
-686
-2% -$41.7K 0.59% 43
2021
Q4 		$2.09M Buy
35,345
+24,803
+235% +$1.38M 0.54% 43
2021
Q3 		$553K Buy
10,542
+2,303
+28% +$128K 0.18% 51
2021
Q2 		$446K Hold
8,239
– – 0.16% 50
2021
Q1 		$434K Buy
8,239
+371
+5% +$18.7K 0.16% 56
2020
Q4 		$431K Buy
+7,868
New +$407K 0.24% 43

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. Kulyk & Associates's KO Position: Q1 2026 in Review

M. Kulyk & Associates increased its Coca-Cola (KO) stake by 0.56% in Q1 2026, buying an estimated $11.3K and bringing the position to 27,113 shares worth $2.06M. The position accounts for 0.38% of the portfolio, ranked #48.

M. Kulyk & Associates first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.17M in Q2 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • M. Kulyk & Associates held 27,113 shares of Coca-Cola worth $2.06M as of Q1 2026.
  • M. Kulyk & Associates bought 150 Coca-Cola shares in Q1 2026, an estimated $11.3K.
  • Coca-Cola made up 0.38% of M. Kulyk & Associates's portfolio in Q1 2026, its #48 holding.
  • M. Kulyk & Associates first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • M. Kulyk & Associates's Coca-Cola position peaked at $2.17M in Q2 2022.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.