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

Mattern 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 		$567K Buy
6,981
+592
+9% +$46.8K 0.09% 99
2026
Q1 		$486K Sell
6,389
-2,400
-27% -$181K 0.09% 91
2025
Q4 		$614K Sell
8,789
-20
-0.2% -$1.39K 0.12% 82
2025
Q3 		$584K Hold
8,809
– – 0.12% 80
2025
Q2 		$623K Hold
8,809
– – 0.13% 80
2025
Q1 		$631K Buy
8,809
+101
+1% +$6.75K 0.14% 84
2024
Q4 		$542K Sell
8,708
-170
-2% -$11.1K 0.12% 94
2024
Q3 		$638K Hold
8,878
– – 0.14% 87
2024
Q2 		$565K Buy
8,878
+1,600
+22% +$99K 0.14% 97
2024
Q1 		$445K Hold
7,278
– – 0.11% 115
2023
Q4 		$429K Sell
7,278
-1,263
-15% -$71.7K 0.11% 117
2023
Q3 		$478K Hold
8,541
– – 0.14% 105
2023
Q2 		$514K Hold
8,541
– – 0.15% 106
2023
Q1 		$530K Hold
8,541
– – 0.18% 111
2022
Q4 		$543K Hold
8,541
– – 0.22% 99
2022
Q3 		$478K Hold
8,541
– – 0.19% 99
2022
Q2 		$537K Buy
8,541
+200
+2% +$12.7K 0.21% 94
2022
Q1 		$517K Hold
8,341
– – 0.17% 99
2021
Q4 		$494K Hold
8,341
– – 0.15% 112
2021
Q3 		$438K Hold
8,341
– – 0.15% 116
2021
Q2 		$470K Hold
8,341
– – 0.15% 115
2021
Q1 		$440K Sell
8,341
-330
-4% -$16.6K 0.16% 114
2020
Q4 		$476K Sell
8,671
-1,000
-10% -$51.7K 0.18% 109
2020
Q3 		$477K Buy
9,671
+1,500
+18% +$72.1K 0.2% 98
2020
Q2 		$365K Sell
8,171
-36
-0.4% -$1.66K 0.18% 103
2020
Q1 		$363K Sell
8,207
-343
-4% -$18.5K 0.26% 91
2019
Q4 		$473K Buy
+8,550
New +$460K 0.28% 97

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
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

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

Mattern Wealth Management increased its Coca-Cola (KO) stake by 9.3% in Q2 2026, buying an estimated $46.8K and bringing the position to 6,981 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #99.

Mattern Wealth Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $638K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mattern Wealth Management held 6,981 shares of Coca-Cola worth $567K as of Q2 2026.
  • Mattern Wealth Management bought 592 Coca-Cola shares in Q2 2026, an estimated $46.8K.
  • Coca-Cola made up 0.09% of Mattern Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Mattern Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Coca-Cola position peaked at $638K in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.