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 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 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

Magnolia Capital Advisors's KO Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Coca-Cola (KO) stake by 10% in Q1 2026, buying an estimated $66.1K and bringing the position to 9,290 shares worth $707K. The position accounts for 0.14% of the portfolio, ranked #175.

Magnolia Capital Advisors first reported a position in KO in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.18M in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Magnolia Capital Advisors held 9,290 shares of Coca-Cola worth $707K as of Q1 2026.
Magnolia Capital Advisors bought 874 Coca-Cola shares in Q1 2026, an estimated $66.1K.
Coca-Cola made up 0.14% of Magnolia Capital Advisors's portfolio in Q1 2026, its #175 holding.
Magnolia Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 20 quarters since.
Magnolia Capital Advisors's Coca-Cola position peaked at $2.18M in Q1 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.