MBM Wealth Consultants’s Coca-Cola KO Stock Holding History

MBM Wealth Consultants’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	–	Sell	-582	Closed	-$44.3K	–	257
2026 Q1	$44.3K	Buy	+582	New	+$44K	0.01%	161
2023 Q2	–	Sell	-730	Closed	-$34K	–	198
2023 Q1	$34K	Hold	730	–	–	0.01%	169
2022 Q4	$46K	Hold	730	–	–	0.02%	165
2022 Q3	$41K	Buy	730 +547	+299%	+$34K	0.02%	158
2022 Q2	$12K	Sell	183 -548	-75%	-$34.7K	0.01%	216
2022 Q1	$45K	Hold	731	–	–	0.02%	187
2021 Q4	$43K	Hold	731	–	–	0.02%	178
2021 Q3	$38K	Hold	731	–	–	0.02%	161
2021 Q2	$40K	Hold	731	–	–	0.02%	150
2021 Q1	$39K	Hold	731	–	–	0.02%	149
2020 Q4	$40K	Buy	731 +183	+33%	+$9.46K	0.02%	144
2020 Q3	$27K	Hold	548	–	–	0.02%	154
2020 Q2	$24K	Sell	548 -61	-10%	-$2.81K	0.02%	150
2020 Q1	$27K	Hold	609	–	–	0.02%	132
2019 Q4	$34K	Sell	609 -121	-17%	-$6.5K	0.03%	134
2019 Q3	$40K	Hold	730	–	–	0.03%	127
2019 Q2	$37K	Hold	730	–	–	0.03%	130
2019 Q1	$34K	Hold	730	–	–	0.03%	135
2018 Q4	$35K	Buy	+730	New	+$34.9K	0.03%	142

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBM Wealth Consultants's KO Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 582 shares — an estimated $44.3K sold.

MBM Wealth Consultants first reported a position in KO in Q4 2018 and held it in 19 quarters. The position peaked at $46K in Q4 2022. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MBM Wealth Consultants reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 582 Coca-Cola shares in Q2 2026, an estimated $44.3K.
MBM Wealth Consultants first reported a position in Coca-Cola in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Coca-Cola position peaked at $46K in Q4 2022.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.