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Medallion Wealth Advisors’s Coca-Cola KO Stock Holding History

Medallion Wealth 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 		$641K Sell
7,882
-3,821
-33% -$302K 0.2% 109
2026
Q1 		$890K Buy
11,703
+133
+1% +$10.1K 0.29% 80
2025
Q4 		$809K Buy
11,570
+365
+3% +$25.4K 0.27% 84
2025
Q3 		$743K Sell
11,205
-814
-7% -$56K 0.26% 92
2025
Q2 		$857K Buy
12,019
+298
+3% +$21.2K 0.33% 74
2025
Q1 		$841K Buy
11,721
+1,290
+12% +$86.2K 0.38% 61
2024
Q4 		$699K Buy
+10,431
New +$681K 0.35% 71

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

Medallion Wealth Advisors's KO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Coca-Cola (KO) stake by 33% in Q2 2026, selling an estimated $302K and leaving 7,882 shares worth $641K. The position accounts for 0.2% of the portfolio, ranked #109.

Medallion Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q1 2026. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Medallion Wealth Advisors held 7,882 shares of Coca-Cola worth $641K as of Q2 2026.
  • Medallion Wealth Advisors sold 3,821 Coca-Cola shares in Q2 2026, an estimated $302K.
  • Coca-Cola made up 0.2% of Medallion Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Medallion Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Coca-Cola position peaked at $890K in Q1 2026.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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