MCF Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.67M | Buy |
34,902
+3,623
| +12% | +$274K | 0.12% | 97 |
|
|
2025
Q4 | $2.19M | Buy |
31,279
+14,067
| +82% | +$981K | 0.12% | 84 |
|
|
2025
Q3 | $1.15M | Buy |
17,212
+2,042
| +13% | +$141K | 0.07% | 93 |
|
|
2025
Q2 | $1.08M | Sell |
15,170
-161
| -1% | -$11.5K | 0.07% | 90 |
|
|
2025
Q1 | $1.1M | Sell |
15,331
-853
| -5% | -$57K | 0.08% | 83 |
|
|
2024
Q4 | $1.01M | Buy |
16,184
+262
| +2% | +$17.1K | 0.07% | 90 |
|
|
2024
Q3 | $1.15M | Buy |
15,922
+510
| +3% | +$34.9K | 0.08% | 80 |
|
|
2024
Q2 | $987K | Buy |
15,412
+509
| +3% | +$31.5K | 0.07% | 87 |
|
|
2024
Q1 | $917K | Buy |
14,903
+1,032
| +7% | +$62K | 0.07% | 95 |
|
|
2023
Q4 | $817K | Buy |
13,871
+2,871
| +26% | +$163K | 0.07% | 98 |
|
|
2023
Q3 | $620K | Sell |
11,000
-536
| -5% | -$32.1K | 0.06% | 109 |
|
|
2023
Q2 | $698K | Sell |
11,536
-117
| -1% | -$7.28K | 0.06% | 98 |
|
|
2023
Q1 | $726K | Buy |
11,653
+2,335
| +25% | +$141K | 0.07% | 89 |
|
|
2022
Q4 | $593K | Buy |
9,318
+62
| +0.7% | +$3.74K | 0.06% | 100 |
|
|
2022
Q3 | $520K | Buy |
9,256
+381
| +4% | +$23.7K | 0.06% | 104 |
|
|
2022
Q2 | $560K | Buy |
8,875
+594
| +7% | +$37.7K | 0.06% | 89 |
|
|
2022
Q1 | $513K | Buy |
+8,281
| New | +$504K | 0.05% | 107 |
|
|
2021
Q4 | – | Sell |
-8,064
| Closed | -$423K | – | 394 |
|
|
2021
Q3 | $423K | Buy |
8,064
+1,545
| +24% | +$86.1K | 0.04% | 117 |
|
|
2021
Q2 | $353K | Buy |
6,519
+2,740
| +73% | +$149K | 0.04% | 126 |
|
|
2021
Q1 | $199K | Buy |
3,779
+2,459
| +186% | +$124K | 0.02% | 168 |
|
|
2020
Q4 | $72K | Sell |
1,320
-541
| -29% | -$28K | 0.01% | 215 |
|
|
2020
Q3 | $92K | Buy |
1,861
+304
| +20% | +$14.6K | 0.01% | 194 |
|
|
2020
Q2 | $70K | Buy |
1,557
+34
| +2% | +$1.57K | 0.01% | 206 |
|
|
2020
Q1 | $67K | Hold |
1,523
| – | – | 0.01% | 208 |
|
|
2019
Q4 | $84K | Hold |
1,523
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $83K | Sell |
1,523
-80
| -5% | -$4.28K | 0.01% | 201 |
|
|
2019
Q2 | $82K | Sell |
1,603
-75
| -4% | -$3.68K | 0.01% | 200 |
|
|
2019
Q1 | $79K | Hold |
1,678
| – | – | 0.01% | 195 |
|
|
2018
Q4 | $79K | Hold |
1,678
| – | – | 0.02% | 189 |
|
|
2018
Q3 | $78K | Sell |
1,678
-130
| -7% | -$5.94K | 0.01% | 184 |
|
|
2018
Q2 | $79K | Hold |
1,808
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $79K | Sell |
1,808
-15
| -0.8% | -$674 | 0.02% | 178 |
|
|
2017
Q4 | $84K | Hold |
1,823
| – | – | 0.02% | 182 |
|
|
2017
Q3 | $82K | Buy |
1,823
+200
| +12% | +$9.1K | 0.02% | 184 |
|
|
2017
Q2 | $73K | Hold |
1,623
| – | – | 0.01% | 192 |
|
|
2017
Q1 | $69K | Sell |
1,623
-385
| -19% | -$16.1K | 0.01% | 196 |
|
|
2016
Q4 | $83K | Hold |
2,008
| – | – | 0.02% | 165 |
|
|
2016
Q3 | $85K | Sell |
2,008
-200
| -9% | -$8.76K | 0.02% | 156 |
|
|
2016
Q2 | $100K | Buy |
2,208
+200
| +10% | +$9.04K | 0.02% | 154 |
|
|
2016
Q1 | $93K | Sell |
2,008
-27
| -1% | -$1.18K | 0.02% | 135 |
|
|
2015
Q4 | $87K | Buy |
2,035
+10
| +0.5% | +$424 | 0.02% | 135 |
|
|
2015
Q3 | $81K | Buy |
2,025
+68
| +3% | +$2.72K | 0.02% | 149 |
|
|
2015
Q2 | $77K | Buy |
1,957
+390
| +25% | +$15.9K | 0.02% | 154 |
|
|
2015
Q1 | $64K | Hold |
1,567
| – | – | 0.02% | 169 |
|
|
2014
Q4 | $66K | Sell |
1,567
-466
| -23% | -$19.9K | 0.02% | 164 |
|
|
2014
Q3 | $79K | Sell |
2,033
-698
| -26% | -$28.9K | 0.02% | 152 |
|
|
2014
Q2 | $106K | Sell |
2,731
-535
| -16% | -$21.7K | 0.03% | 132 |
|
|
2014
Q1 | $126K | Hold |
3,266
| – | – | 0.04% | 125 |
|
|
2013
Q4 | $126K | Buy |
3,266
+17
| +0.5% | +$670 | 0.04% | 114 |
|
|
2013
Q3 | $126K | Buy |
3,249
+242
| +8% | +$9.57K | 0.07% | 111 |
|
|
2013
Q2 | $116K | Buy |
+3,007
| New | +$124K | 0.07% | 111 |
|
Other funds holding KO
VCM
VPM
MCF Advisors's KO Position: Q1 2026 in Review
MCF Advisors increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $274K and bringing the position to 34,902 shares worth $2.67M. The position accounts for 0.12% of the portfolio, ranked #97.
MCF Advisors first reported a position in KO in Q2 2013 and has held it in 51 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- MCF Advisors held 34,902 shares of Coca-Cola worth $2.67M as of Q1 2026.
- MCF Advisors bought 3,623 Coca-Cola shares in Q1 2026, an estimated $274K.
- Coca-Cola made up 0.12% of MCF Advisors's portfolio in Q1 2026, its #97 holding.
- MCF Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.