MCA
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McGuire Capital Advisors’s Coca-Cola KO Stock Holding History

McGuire Capital 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
Q2 		$149K Sell
1,838
-605
-25% -$47.8K 0.08% 108
2026
Q1 		$186K Buy
2,443
+644
+36% +$48.7K 0.12% 92
2025
Q4 		$126K Buy
+1,799
New +$125K 0.08% 121

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

McGuire Capital Advisors's KO Position: Q2 2026 in Review

McGuire Capital Advisors reduced its Coca-Cola (KO) stake by 25% in Q2 2026, selling an estimated $47.8K and leaving 1,838 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #108.

McGuire Capital Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $186K in Q1 2026. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • McGuire Capital Advisors held 1,838 shares of Coca-Cola worth $149K as of Q2 2026.
  • McGuire Capital Advisors sold 605 Coca-Cola shares in Q2 2026, an estimated $47.8K.
  • Coca-Cola made up 0.08% of McGuire Capital Advisors's portfolio in Q2 2026, its #108 holding.
  • McGuire Capital Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Coca-Cola position peaked at $186K in Q1 2026.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.