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MBA Advisors’s Coca-Cola KO Stock Holding History

MBA Advisors’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 		$855K Buy
10,523
+286
+3% +$22.6K 0.29% 70
2026
Q1 		$779K Sell
10,237
-70
-0.7% -$5.29K 0.3% 67
2025
Q4 		$721K Sell
10,307
-6
-0.1% -$418 0.29% 70
2025
Q3 		$684K Sell
10,313
-1,351
-12% -$93K 0.29% 71
2025
Q2 		$825K Sell
11,664
-779
-6% -$55.5K 0.38% 60
2025
Q1 		$891K Buy
12,443
+143
+1% +$9.55K 0.44% 58
2024
Q4 		$766K Buy
12,300
+845
+7% +$55.2K 0.38% 59
2024
Q3 		$823K Sell
11,455
-606
-5% -$41.5K 0.4% 59
2024
Q2 		$768K Buy
12,061
+295
+3% +$18.3K 0.39% 59
2024
Q1 		$720K Sell
11,766
-760
-6% -$45.7K 0.37% 59
2023
Q4 		$738K Buy
12,526
+159
+1% +$9.03K 0.41% 58
2023
Q3 		$692K Sell
12,367
-497
-4% -$29.8K 0.42% 56
2023
Q2 		$775K Sell
12,864
-67
-0.5% -$4.17K 0.46% 52
2023
Q1 		$802K Buy
12,931
+1,241
+11% +$75.1K 0.5% 54
2022
Q4 		$744K Buy
11,690
+69
+0.6% +$4.17K 0.49% 54
2022
Q3 		$651K Sell
11,621
-298
-3% -$18.5K 0.47% 58
2022
Q2 		$750K Sell
11,919
-42
-0.4% -$2.66K 0.52% 53
2022
Q1 		$742K Sell
11,961
-1,387
-10% -$84.3K 0.46% 61
2021
Q4 		$790K Buy
13,348
+69
+0.5% +$3.84K 0.49% 57
2021
Q3 		$697K Buy
13,279
+293
+2% +$16.3K 0.51% 52
2021
Q2 		$703K Sell
12,986
-268
-2% -$14.6K 0.33% 55
2021
Q1 		$699K Buy
+13,254
New +$667K 0.38% 54

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

MBA Advisors's KO Position: Q2 2026 in Review

MBA Advisors increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $22.6K and bringing the position to 10,523 shares worth $855K. The position accounts for 0.29% of the portfolio, ranked #70.

MBA Advisors first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $891K in Q1 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • MBA Advisors held 10,523 shares of Coca-Cola worth $855K as of Q2 2026.
  • MBA Advisors bought 286 Coca-Cola shares in Q2 2026, an estimated $22.6K.
  • Coca-Cola made up 0.29% of MBA Advisors's portfolio in Q2 2026, its #70 holding.
  • MBA Advisors first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's Coca-Cola position peaked at $891K in Q1 2025.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.