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McLean Asset Management’s Coca-Cola KO Stock Holding History

McLean Asset Management’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 		$412K Sell
4,707
-210
-4% -$16.6K 0.05% 121
2026
Q1 		$374K Buy
4,917
+11
+0.2% +$832 0.07% 114
2025
Q4 		$351K Sell
4,906
-224
-4% -$15.6K 0.06% 116
2025
Q3 		$339K Buy
5,130
+1,058
+26% +$72.8K 0.07% 122
2025
Q2 		$289K Buy
4,072
+274
+7% +$19.5K 0.08% 130
2025
Q1 		$260K Sell
3,798
-787
-17% -$52.6K 0.09% 123
2024
Q4 		$285K Buy
4,585
+1,020
+29% +$66.6K 0.09% 121
2024
Q3 		$250K Buy
3,565
+29
+0.8% +$1.99K 0.08% 136
2024
Q2 		$222K Sell
3,536
-73
-2% -$4.52K 0.07% 145
2024
Q1 		$216K Sell
3,609
-32
-0.9% -$1.92K 0.07% 149
2023
Q4 		$217K Sell
3,641
-266
-7% -$15.1K 0.08% 134
2023
Q3 		$211K Buy
3,907
+392
+11% +$23.5K 0.09% 124
2023
Q2 		$212K Hold
3,515
– – 0.08% 124
2023
Q1 		$218K Sell
3,515
-518
-13% -$31.4K 0.09% 116
2022
Q4 		$257K Buy
4,033
+301
+8% +$18.2K 0.09% 107
2022
Q3 		$203K Buy
3,732
+73
+2% +$4.54K 0.08% 124
2022
Q2 		$232K Buy
3,659
+100
+3% +$6.34K 0.09% 107
2022
Q1 		$221K Buy
3,559
+236
+7% +$14.4K 0.16% 118
2021
Q4 		$201K Buy
+3,323
New +$185K 0.08% 132

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

McLean Asset Management's KO Position: Q2 2026 in Review

McLean Asset Management reduced its Coca-Cola (KO) stake by 4.3% in Q2 2026, selling an estimated $16.6K and leaving 4,707 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #121.

McLean Asset Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • McLean Asset Management held 4,707 shares of Coca-Cola worth $412K as of Q2 2026.
  • McLean Asset Management sold 210 Coca-Cola shares in Q2 2026, an estimated $16.6K.
  • Coca-Cola made up 0.05% of McLean Asset Management's portfolio in Q2 2026, its #121 holding.
  • McLean Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.