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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Wealth Management's KO Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Coca-Cola (KO) stake by 0.35% in Q1 2026, buying an estimated $9.45K and bringing the position to 35,663 shares worth $2.71M. The position accounts for 1.18% of the portfolio, ranked #31.

Massachusetts Wealth Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Massachusetts Wealth Management held 35,663 shares of Coca-Cola worth $2.71M as of Q1 2026.
  • Massachusetts Wealth Management bought 125 Coca-Cola shares in Q1 2026, an estimated $9.45K.
  • Coca-Cola made up 1.18% of Massachusetts Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Massachusetts Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.