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Marin Bay Wealth Advisors’s Coca-Cola KO Stock Holding History

Marin Bay Wealth 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 		$394K Buy
6,319
+1,103
+21% +$83.4K 0.24% 72
2025
Q4 		$365K Buy
+5,216
New +$364K 0.21% 70

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marin Bay Wealth Advisors's KO Position: Q1 2026 in Review

Marin Bay Wealth Advisors increased its Coca-Cola (KO) stake by 21% in Q1 2026, buying an estimated $83.4K and bringing the position to 6,319 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #72.

Marin Bay Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Marin Bay Wealth Advisors held 6,319 shares of Coca-Cola worth $394K as of Q1 2026.
  • Marin Bay Wealth Advisors bought 1,103 Coca-Cola shares in Q1 2026, an estimated $83.4K.
  • Coca-Cola made up 0.24% of Marin Bay Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Marin Bay Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.