MWM
KO icon

Maridea Wealth Management’s Coca-Cola KO Stock Holding History

Maridea Wealth Management’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 		$677K Buy
8,328
+5,312
+176% +$420K 0.07% 248
2026
Q1 		$229K Buy
+3,016
New +$228K 0.03% 403
2025
Q4 		– Sell
-7,893
Closed -$540K – 434
2025
Q3 		$540K Buy
+7,893
New +$543K 0.08% 228
2025
Q2 		– Sell
-8,882
Closed -$636K – 297
2025
Q1 		$636K Buy
+8,882
New +$593K 0.21% 91

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

Maridea Wealth Management's KO Position: Q2 2026 in Review

Maridea Wealth Management increased its Coca-Cola (KO) stake by 176% in Q2 2026, buying an estimated $420K and bringing the position to 8,328 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #248.

Maridea Wealth Management first reported a position in KO in Q1 2025 and has held it in 4 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Maridea Wealth Management held 8,328 shares of Coca-Cola worth $677K as of Q2 2026.
  • Maridea Wealth Management bought 5,312 Coca-Cola shares in Q2 2026, an estimated $420K.
  • Coca-Cola made up 0.07% of Maridea Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Maridea Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 4 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.