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Magnolia Capital Advisors’s Coca-Cola KO Stock Holding History

Magnolia Capital Advisors’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
Q2 		$748K Sell
9,202
-88
-0.9% -$6.95K 0.13% 173
2026
Q1 		$707K Buy
9,290
+874
+10% +$66.1K 0.14% 175
2025
Q4 		$588K Buy
8,416
+420
+5% +$29.3K 0.12% 160
2025
Q3 		$530K Sell
7,996
-1,784
-18% -$123K 0.14% 145
2025
Q2 		$692K Buy
9,780
+52
+0.5% +$3.7K 0.17% 138
2025
Q1 		$697K Sell
9,728
-545
-5% -$36.4K 0.19% 124
2024
Q4 		$640K Buy
+10,273
New +$671K 0.17% 137
2023
Q3 		– Sell
-8,182
Closed -$493K – 111
2023
Q2 		$493K Sell
8,182
-9
-0.1% -$560 0.25% 84
2023
Q1 		$508K Buy
8,191
+98
+1% +$5.93K 0.26% 92
2022
Q4 		$515K Buy
8,093
+2,208
+38% +$133K 0.34% 79
2022
Q3 		$330K Buy
5,885
+111
+2% +$6.9K 0.28% 92
2022
Q2 		$363K Sell
5,774
-29,449
-84% -$1.87M 0.33% 88
2022
Q1 		$2.18M Sell
35,223
-887
-2% -$53.9K 0.86% 32
2021
Q4 		$2.14M Buy
36,110
+13
+0% +$724 0.63% 41
2021
Q3 		$1.89M Buy
36,097
+30,109
+503% +$1.68M 0.66% 40
2021
Q2 		$324K Sell
5,988
-60
-1% -$3.26K 0.14% 106
2021
Q1 		$319K Buy
6,048
+1,633
+37% +$82.2K 0.63% 56
2020
Q4 		$242K Buy
4,415
+56
+1% +$2.9K 0.16% 97
2020
Q3 		$215K Buy
+4,359
New +$210K 0.17% 92
2020
Q2 		– Sell
-5,669
Closed -$251K – 97
2020
Q1 		$251K Buy
5,669
+730
+15% +$39.4K 0.49% 52
2019
Q4 		$273K Buy
+4,939
New +$266K 0.26% 70

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Magnolia Capital Advisors's KO Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its Coca-Cola (KO) stake by 0.95% in Q2 2026, selling an estimated $6.95K and leaving 9,202 shares worth $748K. The position accounts for 0.13% of the portfolio, ranked #173.

Magnolia Capital Advisors first reported a position in KO in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.18M in Q1 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Magnolia Capital Advisors held 9,202 shares of Coca-Cola worth $748K as of Q2 2026.
  • Magnolia Capital Advisors sold 88 Coca-Cola shares in Q2 2026, an estimated $6.95K.
  • Coca-Cola made up 0.13% of Magnolia Capital Advisors's portfolio in Q2 2026, its #173 holding.
  • Magnolia Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 21 quarters since.
  • Magnolia Capital Advisors's Coca-Cola position peaked at $2.18M in Q1 2022.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.