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Mechanics Financial Corp’s Coca-Cola KO Stock Holding History

Mechanics Financial Corp’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
Q1 		$60.8K Hold
800
– – 0.03% 163
2025
Q4 		$55.9K Sell
800
-180
-18% -$12.5K 0.02% 170
2025
Q3 		$65K Hold
980
– – 0.02% 160
2025
Q2 		$69.3K Hold
980
– – 0.03% 152
2025
Q1 		$70.2K Buy
980
+180
+23% +$12K 0.03% 156
2024
Q4 		$49.8K Hold
800
– – 0.02% 168
2024
Q3 		$57.5K Buy
+800
New +$54.8K 0.03% 157
2022
Q3 		– Sell
-100
Closed -$6K – 229
2022
Q2 		$6K Sell
100
-200
-67% -$12.7K ﹤0.01% 197
2022
Q1 		$19K Sell
300
-1,500
-83% -$91.2K 0.01% 166
2021
Q4 		$107K Buy
+1,800
New +$100K 0.05% 134

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mechanics Financial Corp's KO Position: Q1 2026 in Review

Mechanics Financial Corp held its Coca-Cola (KO) position steady in Q1 2026 at 800 shares worth $60.8K. The position accounts for 0.03% of the portfolio, ranked #163.

Mechanics Financial Corp first reported a position in KO in Q4 2021 and has held it in 10 quarters since. The position peaked at $107K in Q4 2021. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mechanics Financial Corp held 800 shares of Coca-Cola worth $60.8K as of Q1 2026.
  • Mechanics Financial Corp left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.03% of Mechanics Financial Corp's portfolio in Q1 2026, its #163 holding.
  • Mechanics Financial Corp first reported a position in Coca-Cola in Q4 2021 and has held it in 10 quarters since.
  • Mechanics Financial Corp's Coca-Cola position peaked at $107K in Q4 2021.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.