Mackenzie Financial’s Coca-Cola KO Stock Holding History

Mackenzie Financial’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
2025 Q3	–	Sell	-11,100	Closed	-$3.35K	–	1774
2025 Q2	$3.35K	Buy	+11,100	New	+$791K	﹤0.01%	1697

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial's KO Position: Q1 2026 in Review

Mackenzie Financial increased its Coca-Cola (KO) stake by 28% in Q1 2026, buying an estimated $94.1M and bringing the position to 5,743,951 shares worth $437M. The position accounts for 0.52% of the portfolio, ranked #43.

Mackenzie Financial first reported a position in KO in Q4 2013 and has held it in 47 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Mackenzie Financial held 5,743,951 shares of Coca-Cola worth $437M as of Q1 2026.
Mackenzie Financial bought 1,244,944 Coca-Cola shares in Q1 2026, an estimated $94.1M.
Coca-Cola made up 0.52% of Mackenzie Financial's portfolio in Q1 2026, its #43 holding.
Mackenzie Financial first reported a position in Coca-Cola in Q4 2013 and has held it in 47 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.