M3 Advisory Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$234K Sell
2,876
-38
-1% -$3K 0.12% 141
2026
Q1
$222K Buy
+2,914
New +$220K 0.14% 134

Other funds holding KO

M3 Advisory Group's KO Position: Q2 2026 in Review

M3 Advisory Group reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $3K and leaving 2,876 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #141.

M3 Advisory Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • M3 Advisory Group held 2,876 shares of Coca-Cola worth $234K as of Q2 2026.
  • M3 Advisory Group sold 38 Coca-Cola shares in Q2 2026, an estimated $3K.
  • Coca-Cola made up 0.12% of M3 Advisory Group's portfolio in Q2 2026, its #141 holding.
  • M3 Advisory Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.