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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MASECO Private Wealth's KO Position: Q1 2026 in Review

MASECO Private Wealth increased its Coca-Cola (KO) stake by 2.2% in Q1 2026, buying an estimated $8.09K and bringing the position to 4,973 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #86.

MASECO Private Wealth first reported a position in KO in Q2 2025 and has held it in 3 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

MASECO Private Wealth held 4,973 shares of Coca-Cola worth $378K as of Q1 2026.
MASECO Private Wealth bought 107 Coca-Cola shares in Q1 2026, an estimated $8.09K.
Coca-Cola made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #86 holding.
MASECO Private Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 3 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.