MPWT
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MassMutual Private Wealth & Trust’s Coca-Cola KO Stock Holding History

MassMutual Private Wealth & Trust’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 		$8.67M Sell
106,653
-7,598
-7% -$600K 0.22% 92
2026
Q1 		$8.69M Sell
114,251
-6,426
-5% -$486K 0.24% 91
2025
Q4 		$8.44M Sell
120,677
-10,354
-8% -$722K 0.22% 101
2025
Q3 		$8.69M Sell
131,031
-17,609
-12% -$1.21M 0.22% 99
2025
Q2 		$10.5M Sell
148,640
-19,034
-11% -$1.36M 0.28% 83
2025
Q1 		$12M Sell
167,674
-1,531
-0.9% -$102K 0.35% 71
2024
Q4 		$10.5M Sell
169,205
-4,994
-3% -$326K 0.3% 80
2024
Q3 		$12.5M Buy
174,199
+11,003
+7% +$753K 0.36% 72
2024
Q2 		$10.4M Buy
163,196
+7,499
+5% +$464K 0.32% 75
2024
Q1 		$9.53M Buy
155,697
+2,902
+2% +$174K 0.3% 80
2023
Q4 		$9M Buy
152,795
+13,069
+9% +$742K 0.3% 78
2023
Q3 		$7.82M Buy
139,726
+16,881
+14% +$1.01M 0.29% 85
2023
Q2 		$7.4M Buy
122,845
+20,660
+20% +$1.29M 0.27% 92
2023
Q1 		$6.34M Buy
102,185
+8,874
+10% +$537K 0.24% 102
2022
Q4 		$5.94M Buy
93,311
+576
+0.6% +$34.8K 0.24% 105
2022
Q3 		$5.2M Sell
92,735
-5,331
-5% -$331K 0.24% 115
2022
Q2 		$6.17M Sell
98,066
-121,405
-55% -$7.7M 0.27% 102
2022
Q1 		$13.6M Buy
219,471
+6,581
+3% +$400K 0.51% 50
2021
Q4 		$12.6M Buy
212,890
+18,359
+9% +$1.02M 0.47% 54
2021
Q3 		$10.2M Buy
194,531
+15,290
+9% +$852K 0.42% 62
2021
Q2 		$9.7M Buy
179,241
+16,398
+10% +$892K 0.41% 61
2021
Q1 		$8.58M Buy
162,843
+19,815
+14% +$997K 0.4% 66
2020
Q4 		$7.84M Buy
143,028
+5,368
+4% +$278K 0.4% 59
2020
Q3 		$6.8M Buy
137,660
+17,437
+15% +$839K 0.4% 67
2020
Q2 		$5.37M Buy
120,223
+48,838
+68% +$2.25M 0.35% 70
2020
Q1 		$3.16M Sell
71,385
-2,655
-4% -$143K 0.25% 102
2019
Q4 		$4.1M Sell
74,040
-295
-0.4% -$15.9K 0.25% 109
2019
Q3 		$4.05M Buy
74,335
+875
+1% +$46.9K 0.27% 106
2019
Q2 		$3.74M Sell
73,460
-456
-0.6% -$22.3K 0.26% 107
2019
Q1 		$3.46M Sell
73,916
-137
-0.2% -$6.41K 0.25% 108
2018
Q4 		$3.51M Buy
74,053
+29
+0% +$1.39K 0.3% 89
2018
Q3 		$3.42M Buy
74,024
+1,898
+3% +$86.7K 0.25% 102
2018
Q2 		$3.16M Buy
72,126
+195
+0.3% +$8.42K 0.25% 100
2018
Q1 		$3.12M Buy
71,931
+1,487
+2% +$66.8K 0.26% 99
2017
Q4 		$3.23M Buy
70,444
+449
+0.6% +$20.6K 0.27% 96
2017
Q3 		$3.15M Buy
69,995
+6,702
+11% +$305K 0.26% 110
2017
Q2 		$2.84M Sell
63,293
-246
-0.4% -$10.9K 0.25% 112
2017
Q1 		$2.7M Sell
63,539
-32,787
-34% -$1.37M 0.25% 113
2016
Q4 		$3.99M Buy
+96,326
New +$4.01M 0.49% 59
2016
Q2 		$4.46M Buy
98,292
+8,087
+9% +$365K 0.56% 45
2016
Q1 		$4.18M Buy
90,205
+3,593
+4% +$156K 0.56% 44
2015
Q4 		$3.72M Buy
86,612
+10,602
+14% +$450K 0.53% 50
2015
Q3 		$3.24M Buy
76,010
+3,632
+5% +$145K 0.68% 41
2015
Q2 		$3.07M Sell
72,378
-6,438
-8% -$262K 0.68% 38
2015
Q1 		$3.2M Buy
78,816
+27,640
+54% +$1.16M 0.53% 50
2014
Q4 		$2.16M Sell
51,176
-24,834
-33% -$1.06M 0.7% 35
2014
Q3 		$3.24M Buy
76,010
+28,035
+58% +$1.16M 0.64% 43
2014
Q2 		$2.03M Sell
47,975
-32,574
-40% -$1.32M 0.8% 29
2014
Q1 		$3.11M Buy
80,549
+68,144
+549% +$2.63M 1.82% 7
2013
Q4 		$512K Buy
+12,405
New +$489K 0.47% 48

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MassMutual Private Wealth & Trust's KO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Coca-Cola (KO) stake by 6.7% in Q2 2026, selling an estimated $600K and leaving 106,653 shares worth $8.67M. The position accounts for 0.22% of the portfolio, ranked #92.

MassMutual Private Wealth & Trust first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $13.6M in Q1 2022. 1,521 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 106,653 shares of Coca-Cola worth $8.67M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 7,598 Coca-Cola shares in Q2 2026, an estimated $600K.
  • Coca-Cola made up 0.22% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #92 holding.
  • MassMutual Private Wealth & Trust first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Coca-Cola position peaked at $13.6M in Q1 2022.
  • 1,521 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.