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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
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 $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

Mattson Financial Services's KO Position: Q1 2026 in Review

Mattson Financial Services reduced its Coca-Cola (KO) stake by 5.3% in Q1 2026, selling an estimated $196K and leaving 46,745 shares worth $3.55M. The position accounts for 0.85% of the portfolio, ranked #34.

Mattson Financial Services first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mattson Financial Services held 46,745 shares of Coca-Cola worth $3.55M as of Q1 2026.
  • Mattson Financial Services sold 2,598 Coca-Cola shares in Q1 2026, an estimated $196K.
  • Coca-Cola made up 0.85% of Mattson Financial Services's portfolio in Q1 2026, its #34 holding.
  • Mattson Financial Services first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.