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Mattson Financial Services’s Coca-Cola KO Stock Holding History

Mattson Financial Services’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 		$3.9M Sell
45,969
-776
-2% -$61.3K 0.82% 32
2026
Q1 		$3.55M Sell
46,745
-2,598
-5% -$196K 0.85% 34
2025
Q4 		$3.45M Buy
49,343
+1,487
+3% +$104K 0.81% 36
2025
Q3 		$3.17M Buy
47,856
+635
+1% +$43.7K 0.76% 47
2025
Q2 		$3.34M Buy
47,221
+848
+2% +$60.4K 0.9% 33
2025
Q1 		$3.32M Buy
46,373
+5,164
+13% +$345K 1% 30
2024
Q4 		$2.96M Buy
41,209
+81
+0.2% +$5.29K 0.94% 38
2024
Q3 		$2.62M Sell
41,128
-284
-0.7% -$19.4K 0.94% 30
2024
Q2 		$2.64M Buy
+41,412
New +$2.56M 0.94% 30

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

Mattson Financial Services's KO Position: Q2 2026 in Review

Mattson Financial Services reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $61.3K and leaving 45,969 shares worth $3.9M. The position accounts for 0.82% of the portfolio, ranked #32.

Mattson Financial Services first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mattson Financial Services held 45,969 shares of Coca-Cola worth $3.9M as of Q2 2026.
  • Mattson Financial Services sold 776 Coca-Cola shares in Q2 2026, an estimated $61.3K.
  • Coca-Cola made up 0.82% of Mattson Financial Services's portfolio in Q2 2026, its #32 holding.
  • Mattson Financial Services first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.