MBL Wealth’s Coca-Cola KO Stock Holding History

MBL Wealth’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	$1.05M	Sell	13,741 -248	-2%	-$18.7K	0.08%	117
2025 Q4	$978K	Buy	13,989 +5,082	+57%	+$354K	0.08%	121
2025 Q3	$591K	Sell	8,907 -61	-0.7%	-$4.2K	0.05%	140
2025 Q2	$634K	Buy	8,968 +3,842	+75%	+$274K	0.06%	128
2025 Q1	$367K	Buy	5,126 +543	+12%	+$36.3K	0.04%	162
2024 Q4	$285K	Sell	4,583 -5	-0.1%	-$326	0.03%	181
2024 Q3	$330K	Buy	4,588 +80	+2%	+$5.48K	0.04%	157
2024 Q2	$287K	Sell	4,508 -5,361	-54%	-$332K	0.03%	165
2024 Q1	$604K	Sell	9,869 -1,215	-11%	-$73K	0.07%	116
2023 Q4	$653K	Buy	11,084 +460	+4%	+$26.1K	0.08%	101
2023 Q3	$595K	Buy	10,624 +770	+8%	+$46.2K	0.08%	101
2023 Q2	$593K	Buy	9,854 +2,818	+40%	+$175K	0.08%	101
2023 Q1	$436K	Buy	7,036 +3,869	+122%	+$234K	0.07%	107
2022 Q4	$201K	Buy	+3,167	New	+$191K	0.04%	157
2022 Q2	–	Sell	-5,580	Closed	-$346K	–	160
2022 Q1	$346K	Buy	+5,580	New	+$339K	0.08%	124
2021 Q1	$333K	Buy	6,320 +588	+10%	+$29.6K	0.12%	109
2020 Q4	$314K	Buy	+5,732	New	+$296K	0.12%	98

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return