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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
Q2 		$1.08M Sell
13,307
-434
-3% -$34.3K 0.07% 129
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 $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

MBL Wealth's KO Position: Q2 2026 in Review

MBL Wealth reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $34.3K and leaving 13,307 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #129.

MBL Wealth first reported a position in KO in Q4 2020 and has held it in 18 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • MBL Wealth held 13,307 shares of Coca-Cola worth $1.08M as of Q2 2026.
  • MBL Wealth sold 434 Coca-Cola shares in Q2 2026, an estimated $34.3K.
  • Coca-Cola made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #129 holding.
  • MBL Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 18 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.