Mascoma Wealth 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
Q2 | $196K | Buy |
2,417
+12
| +0.5% | +$948 | 0.04% | 97 |
|
|
2026
Q1 | $183K | Hold |
2,405
| – | – | 0.04% | 99 |
|
|
2025
Q4 | $168K | Sell |
2,405
-1,266
| -34% | -$88.3K | 0.04% | 99 |
|
|
2025
Q3 | $243K | Hold |
3,671
| – | – | 0.05% | 85 |
|
|
2025
Q2 | $260K | Hold |
3,671
| – | – | 0.06% | 77 |
|
|
2025
Q1 | $263K | Hold |
3,671
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $229K | Sell |
3,671
-562
| -13% | -$36.7K | 0.06% | 92 |
|
|
2024
Q3 | $304K | Hold |
4,233
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $269K | Buy |
4,233
+1,131
| +36% | +$70K | 0.07% | 81 |
|
|
2024
Q1 | $190K | Hold |
3,102
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $183K | Sell |
3,102
-64
| -2% | -$3.63K | 0.05% | 104 |
|
|
2023
Q3 | $177K | Hold |
3,166
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $193K | Sell |
3,166
-200
| -6% | -$12.4K | 0.06% | 106 |
|
|
2023
Q1 | $216K | Hold |
3,366
| – | – | 0.06% | 114 |
|
|
2022
Q4 | $214K | Hold |
3,366
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $189K | Hold |
3,366
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $212K | Hold |
3,366
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $209K | Buy |
3,366
+1,264
| +60% | +$76.9K | 0.07% | 119 |
|
|
2021
Q4 | $124K | Sell |
2,102
-4,128
| -66% | -$230K | 0.04% | 146 |
|
|
2021
Q3 | $327K | Hold |
6,230
| – | – | 0.13% | 85 |
|
|
2021
Q2 | $337K | Hold |
6,230
| – | – | 0.14% | 80 |
|
|
2021
Q1 | $328K | Sell |
6,230
-150
| -2% | -$7.55K | 0.14% | 79 |
|
|
2020
Q4 | $350K | Buy |
+6,380
| New | +$330K | 0.18% | 70 |
|
|
2019
Q3 | $428K | Sell |
7,855
-1,346
| -15% | -$72.1K | 0.27% | 50 |
|
|
2019
Q2 | $469K | Buy |
9,201
+11
| +0.1% | +$539 | 0.29% | 46 |
|
|
2019
Q1 | $431K | Sell |
9,190
-55
| -0.6% | -$2.57K | 0.29% | 44 |
|
|
2018
Q4 | $438K | Buy |
9,245
+21
| +0.2% | +$1K | 0.33% | 38 |
|
|
2018
Q3 | $426K | Buy |
9,224
+338
| +4% | +$15.4K | 0.28% | 42 |
|
|
2018
Q2 | $390K | Buy |
8,886
+108
| +1% | +$4.67K | 0.27% | 46 |
|
|
2018
Q1 | $381K | Buy |
8,778
+562
| +7% | +$25.2K | 0.25% | 49 |
|
|
2017
Q4 | $385K | Sell |
8,216
-981
| -11% | -$45.1K | 0.24% | 46 |
|
|
2017
Q3 | $414K | Buy |
9,197
+255
| +3% | +$11.6K | 0.28% | 45 |
|
|
2017
Q2 | $401K | Buy |
8,942
+1,376
| +18% | +$60.8K | 0.27% | 43 |
|
|
2017
Q1 | $321K | Hold |
7,566
| – | – | 0.23% | 39 |
|
|
2016
Q4 | $314K | Buy |
+7,566
| New | +$315K | 0.23% | 43 |
|
Other funds holding KO
Mascoma Wealth Management's KO Position: Q2 2026 in Review
Mascoma Wealth Management increased its Coca-Cola (KO) stake by 0.5% in Q2 2026, buying an estimated $948 and bringing the position to 2,417 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #97.
Mascoma Wealth Management first reported a position in KO in Q4 2016 and has held it in 35 quarters since. The position peaked at $469K in Q2 2019. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Mascoma Wealth Management held 2,417 shares of Coca-Cola worth $196K as of Q2 2026.
- Mascoma Wealth Management bought 12 Coca-Cola shares in Q2 2026, an estimated $948.
- Coca-Cola made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #97 holding.
- Mascoma Wealth Management first reported a position in Coca-Cola in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Coca-Cola position peaked at $469K in Q2 2019.
- 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.