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Mayfair Advisory Group’s Coca-Cola KO Stock Holding History

Mayfair Advisory Group’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 		$1.39M Buy
16,942
+799
+5% +$63.1K 0.42% 49
2026
Q1 		$1.23M Sell
16,143
-830
-5% -$62.7K 0.43% 44
2025
Q4 		$1.17M Sell
16,973
-189
-1% -$13.2K 0.46% 45
2025
Q3 		$1.14M Buy
17,162
+216
+1% +$14.9K 0.49% 42
2025
Q2 		$1.19M Buy
16,946
+5
+0% +$356 0.56% 39
2025
Q1 		$1.21M Sell
16,941
-602
-3% -$40.2K 0.7% 31
2024
Q4 		$1.09M Buy
17,543
+112
+0.6% +$7.31K 0.64% 34
2024
Q3 		$1.22M Buy
17,431
+1
+0% +$68 0.77% 29
2024
Q2 		$1.11M Sell
17,430
-195
-1% -$12.1K 0.75% 29
2024
Q1 		$1.08M Buy
17,625
+67
+0.4% +$4.03K 0.78% 30
2023
Q4 		$1.05M Buy
17,558
+3
+0% +$170 0.89% 26
2023
Q3 		$949K Buy
17,555
+1,615
+10% +$96.9K 0.92% 28
2023
Q2 		$953K Buy
15,940
+2
+0% +$124 0.95% 25
2023
Q1 		$1M Buy
15,938
+153
+1% +$9.26K 1.09% 23
2022
Q4 		$988K Buy
15,785
+2,432
+18% +$147K 1.26% 20
2022
Q3 		$756K Hold
13,353
– – 1.07% 26
2022
Q2 		$857K Buy
13,353
+57
+0.4% +$3.61K 1.13% 25
2022
Q1 		$836K Buy
13,296
+238
+2% +$14.5K 1.07% 20
2021
Q4 		$794K Buy
13,058
+3
+0% +$167 1.05% 22
2021
Q3 		$692K Buy
13,055
+8
+0.1% +$446 1.06% 21
2021
Q2 		$706K Buy
13,047
+148
+1% +$8.05K 1.12% 22
2021
Q1 		$677K Buy
12,899
+100
+0.8% +$5.03K 1.21% 21
2020
Q4 		$702K Buy
12,799
+8,405
+191% +$435K 1.37% 18
2020
Q3 		$217K Buy
+4,394
New +$211K 0.56% 52

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Mayfair Advisory Group's KO Position: Q2 2026 in Review

Mayfair Advisory Group increased its Coca-Cola (KO) stake by 4.9% in Q2 2026, buying an estimated $63.1K and bringing the position to 16,942 shares worth $1.39M. The position accounts for 0.42% of the portfolio, ranked #49.

Mayfair Advisory Group first reported a position in KO in Q3 2020 and has held it in 24 quarters since. 2,732 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mayfair Advisory Group held 16,942 shares of Coca-Cola worth $1.39M as of Q2 2026.
  • Mayfair Advisory Group bought 799 Coca-Cola shares in Q2 2026, an estimated $63.1K.
  • Coca-Cola made up 0.42% of Mayfair Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Mayfair Advisory Group first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • 2,732 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.