MASECO Private Wealth’s Coca-Cola KO Stock Holding History

MASECO Private Wealth’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	$395K	Sell	4,859 -114	-2%	-$9K	0.01%	92
2026 Q1	$378K	Buy	4,973 +107	+2%	+$8.09K	0.01%	86
2025 Q4	$340K	Buy	+4,866	New	+$339K	0.01%	78
2025 Q3	–	Sell	-4,759	Closed	-$337K	–	399
2025 Q2	$337K	Buy	+4,759	New	+$339K	0.01%	86

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MASECO Private Wealth's KO Position: Q2 2026 in Review

MASECO Private Wealth reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $9K and leaving 4,859 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #92.

MASECO Private Wealth first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MASECO Private Wealth held 4,859 shares of Coca-Cola worth $395K as of Q2 2026.
MASECO Private Wealth sold 114 Coca-Cola shares in Q2 2026, an estimated $9K.
Coca-Cola made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #92 holding.
MASECO Private Wealth first reported a position in Coca-Cola in Q2 2025 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 MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.