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 $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 $3.37T AUM 44.26% 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

Mackenzie Financial's KO Position: Q2 2026 in Review

Mackenzie Financial increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $11.1M and bringing the position to 5,884,312 shares worth $478M. The position accounts for 0.48% of the portfolio, ranked #38.

Mackenzie Financial first reported a position in KO in Q4 2013 and has held it in 48 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mackenzie Financial held 5,884,312 shares of Coca-Cola worth $478M as of Q2 2026.
Mackenzie Financial bought 140,361 Coca-Cola shares in Q2 2026, an estimated $11.1M.
Coca-Cola made up 0.48% of Mackenzie Financial's portfolio in Q2 2026, its #38 holding.
Mackenzie Financial first reported a position in Coca-Cola in Q4 2013 and has held it in 48 quarters since.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.