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

Mascagni 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 		$219K Buy
+2,694
New +$213K 0.14% 132
2025
Q3 		– Sell
-2,991
Closed -$212K – 128
2025
Q2 		$212K Buy
2,991
+29
+1% +$2.07K 0.18% 114
2025
Q1 		$212K Hold
2,962
– – 0.21% 107
2024
Q4 		$212K Buy
+2,962
New +$193K 0.21% 107

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 $3.38T AUM 44.17% 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

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

Mascagni Wealth Management opened a new position in Coca-Cola (KO) in Q2 2026: 2,694 shares worth $219K. The stake represents 0.14% of the portfolio and ranks #132 among its holdings. This is a return to the name: Mascagni Wealth Management previously reported a position in KO as recently as Q2 2025.

Mascagni Wealth Management first reported a position in KO in Q4 2024 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mascagni Wealth Management held 2,694 shares of Coca-Cola worth $219K as of Q2 2026.
  • Coca-Cola was a new Mascagni Wealth Management position in Q2 2026.
  • Coca-Cola made up 0.14% of Mascagni Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Mascagni Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 4 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.