Mainstay Capital Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.26M Hold
16,566
0.1% 70
2025
Q4
$1.16M Hold
16,566
0.09% 67
2025
Q3
$1.1M Sell
16,566
-16,696
-50% -$1.15M 0.11% 65
2025
Q2
$2.35M Buy
33,262
+16,696
+101% +$1.19M 0.12% 62
2025
Q1
$1.19M Hold
16,566
0.16% 54
2024
Q4
$1.03M Hold
16,566
0.16% 56
2024
Q3
$1.19M Sell
16,566
-11
-0.1% -$753 0.2% 47
2024
Q2
$1.06M Buy
16,577
+11
+0.1% +$681 0.19% 51
2024
Q1
$1.01M Hold
16,566
0.19% 52
2023
Q4
$976K Hold
16,566
0.19% 50
2023
Q3
$927K Hold
16,566
0.2% 42
2023
Q2
$998K Hold
16,566
0.18% 49
2023
Q1
$1.03M Hold
16,566
0.2% 45
2022
Q4
$1.05M Hold
16,566
0.23% 50
2022
Q3
$928K Hold
16,566
0.23% 54
2022
Q2
$1.04M Hold
16,566
0.24% 52
2022
Q1
$1.03M Sell
16,566
-225
-1% -$13.7K 0.19% 61
2021
Q4
$994K Sell
16,791
-15,569
-48% -$867K 0.3% 62
2021
Q3
$1.7M Buy
32,360
+15,533
+92% +$866K 0.97% 19
2021
Q2
$910K Sell
16,827
-371
-2% -$20.2K 0.21% 64
2021
Q1
$906K Sell
17,198
-393
-2% -$19.8K 0.28% 65
2020
Q4
$965K Sell
17,591
-432
-2% -$22.3K 0.28% 59
2020
Q3
$890K Buy
18,023
+152
+0.9% +$7.31K 0.23% 61
2020
Q2
$798K Hold
17,871
0.23% 65
2020
Q1
$756K Buy
17,871
+386
+2% +$20.8K 0.24% 60
2019
Q4
$968K Hold
17,485
0.22% 62
2019
Q3
$951K Buy
17,485
+480
+3% +$25.7K 0.53% 54
2019
Q2
$866K Buy
17,005
+200
+1% +$9.8K 0.45% 58
2019
Q1
$788K Hold
16,805
0.6% 57
2018
Q4
$794K Hold
16,805
0.57% 53
2018
Q3
$776K Buy
16,805
+16,180
+2,589% +$739K 0.49% 58
2018
Q2
$27K Sell
625
-15,780
-96% -$682K 0.02% 239
2018
Q1
$712K Buy
16,405
+206
+1% +$9.25K 0.54% 57
2017
Q4
$743K Buy
+16,199
New +$745K 0.62% 46

Other funds holding KO

Mainstay Capital Management's KO Position: Q1 2026 in Review

Mainstay Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 16,566 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #70.

Mainstay Capital Management first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.35M in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mainstay Capital Management held 16,566 shares of Coca-Cola worth $1.26M as of Q1 2026.
  • Mainstay Capital Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.1% of Mainstay Capital Management's portfolio in Q1 2026, its #70 holding.
  • Mainstay Capital Management first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
  • Mainstay Capital Management's Coca-Cola position peaked at $2.35M in Q2 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.