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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
Q2 		$1.53M Buy
18,807
+3,370
+22% +$266K 0.23% 124
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
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 $3.37T AUM 44.26% 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

Maia Wealth's KO Position: Q2 2026 in Review

Maia Wealth increased its Coca-Cola (KO) stake by 22% in Q2 2026, buying an estimated $266K and bringing the position to 18,807 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #124.

Maia Wealth first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Maia Wealth held 18,807 shares of Coca-Cola worth $1.53M as of Q2 2026.
  • Maia Wealth bought 3,370 Coca-Cola shares in Q2 2026, an estimated $266K.
  • Coca-Cola made up 0.23% of Maia Wealth's portfolio in Q2 2026, its #124 holding.
  • Maia Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.