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

Massachusetts 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 		$2.93M Buy
36,063
+400
+1% +$31.6K 1.12% 33
2026
Q1 		$2.71M Buy
35,663
+125
+0.4% +$9.45K 1.18% 31
2025
Q4 		$2.48M Buy
35,538
+192
+0.5% +$13.4K 1.16% 32
2025
Q3 		$2.34M Buy
35,346
+225
+0.6% +$15.5K 1.16% 33
2025
Q2 		$2.48M Buy
35,121
+415
+1% +$29.6K 1.4% 28
2025
Q1 		$2.49M Sell
34,706
-50
-0.1% -$3.34K 1.7% 16
2024
Q4 		$2.16M Buy
34,756
+125
+0.4% +$8.16K 1.34% 30
2024
Q3 		$2.49M Buy
34,631
+1,900
+6% +$130K 1.57% 22
2024
Q2 		$2.08M Buy
32,731
+425
+1% +$26.3K 1.4% 27
2024
Q1 		$1.98M Buy
32,306
+1,225
+4% +$73.6K 1.39% 26
2023
Q4 		$1.83M Buy
31,081
+358
+1% +$20.3K 1.48% 23
2023
Q3 		$1.72M Buy
30,723
+750
+3% +$45K 1.58% 17
2023
Q2 		$1.8M Buy
29,973
+758
+3% +$47.2K 1.73% 14
2023
Q1 		$1.81M Sell
29,215
-1,658
-5% -$100K 1.87% 15
2022
Q4 		$1.89M Buy
+30,873
New +$1.86M 1.83% 18

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 $3.37T AUM 44.26% 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

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

Massachusetts Wealth Management increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 36,063 shares worth $2.93M. The position accounts for 1.12% of the portfolio, ranked #33.

Massachusetts Wealth Management first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Massachusetts Wealth Management held 36,063 shares of Coca-Cola worth $2.93M as of Q2 2026.
  • Massachusetts Wealth Management bought 400 Coca-Cola shares in Q2 2026, an estimated $31.6K.
  • Coca-Cola made up 1.12% of Massachusetts Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Massachusetts Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.