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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
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 		$703 Sell
12,986
-268
-2% -$14.6K 0.33% 55
2021
Q1 		$699 Buy
+13,254
New +$667K 0.38% 54

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

MBA Advisors's KO Position: Q1 2026 in Review

MBA Advisors reduced its Coca-Cola (KO) stake by 0.68% in Q1 2026, selling an estimated $5.29K and leaving 10,237 shares worth $779K. The position accounts for 0.3% of the portfolio, ranked #67.

MBA Advisors first reported a position in KO in Q1 2021 and has held it in 21 quarters since. The position peaked at $891K in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MBA Advisors held 10,237 shares of Coca-Cola worth $779K as of Q1 2026.
  • MBA Advisors sold 70 Coca-Cola shares in Q1 2026, an estimated $5.29K.
  • Coca-Cola made up 0.3% of MBA Advisors's portfolio in Q1 2026, its #67 holding.
  • MBA Advisors first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's Coca-Cola position peaked at $891K in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.