Maia Wealth’s Coca-Cola KO Stock Holding History

Maia Wealth’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	$1.17M	Buy	15,437 +2,977	+24%	+$225K	0.2%	136
2025 Q4	$984K	Buy	12,460 +1,081	+9%	+$75.4K	0.17%	137
2025 Q3	$802K	Buy	11,379 +4,497	+65%	+$310K	0.14%	167
2025 Q2	$487K	Buy	+6,882	New	+$490K	0.09%	196

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

Maia Wealth's KO Position: Q1 2026 in Review

Maia Wealth increased its Coca-Cola (KO) stake by 24% in Q1 2026, buying an estimated $225K and bringing the position to 15,437 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #136.

Maia Wealth first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Maia Wealth held 15,437 shares of Coca-Cola worth $1.17M as of Q1 2026.
Maia Wealth bought 2,977 Coca-Cola shares in Q1 2026, an estimated $225K.
Coca-Cola made up 0.2% of Maia Wealth's portfolio in Q1 2026, its #136 holding.
Maia Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.