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 Q3	$909K	Buy	10,555 +32	+0.3%	+$2.78K	0.3%	64
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%	+$9.6K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MBA Advisors's KO Position: Q3 2026 in Review

MBA Advisors increased its Coca-Cola (KO) stake by 0.3% in Q3 2026, buying an estimated $2.78K and bringing the position to 10,555 shares worth $909K. The position accounts for 0.3% of the portfolio, ranked #64.

MBA Advisors first reported a position in KO in Q1 2021 and has held it in 23 quarters since. 2,872 funds tracked by Wall St. Rank hold KO as of Q3 2026.

MBA Advisors held 10,555 shares of Coca-Cola worth $909K as of Q3 2026.
MBA Advisors bought 32 Coca-Cola shares in Q3 2026, an estimated $2.78K.
Coca-Cola made up 0.3% of MBA Advisors's portfolio in Q3 2026, its #64 holding.
MBA Advisors first reported a position in Coca-Cola in Q1 2021 and has held it in 23 quarters since.
2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.