Mercer Global Advisors
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Mercer Global Advisors’s Coca-Cola KO Stock Holding History

Mercer Global 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
Q1 		$50.6M Buy
665,872
+26,251
+4% +$1.98M 0.07% 154
2025
Q4 		$45.2M Buy
639,621
+33,709
+6% +$2.35M 0.07% 175
2025
Q3 		$40.2M Buy
605,912
+24,841
+4% +$1.71M 0.07% 175
2025
Q2 		$41.1M Buy
581,071
+25,692
+5% +$1.83M 0.08% 129
2025
Q1 		$39.8M Sell
555,379
-495,697
-47% -$33.1M 0.09% 126
2024
Q4 		$65.4M Sell
1,051,076
-61,177
-6% -$3.99M 0.16% 78
2024
Q3 		$79.8M Buy
1,112,253
+197,218
+22% +$13.5M 0.19% 76
2024
Q2 		$58.2M Buy
915,035
+358,547
+64% +$22.2M 0.16% 84
2024
Q1 		$34M Buy
556,488
+55,363
+11% +$3.33M 0.1% 142
2023
Q4 		$29.5M Sell
501,125
-17,774
-3% -$1.01M 0.09% 152
2023
Q3 		$29M Sell
518,899
-25,134
-5% -$1.51M 0.11% 119
2023
Q2 		$32.8M Buy
544,033
+46,773
+9% +$2.91M 0.13% 110
2023
Q1 		$30.8M Buy
497,260
+12,579
+3% +$762K 0.14% 112
2022
Q4 		$30.8M Buy
484,681
+61,647
+15% +$3.72M 0.15% 103
2022
Q3 		$23.7M Buy
423,034
+32,789
+8% +$2.04M 0.14% 115
2022
Q2 		$24.5M Buy
390,245
+78,040
+25% +$4.95M 0.15% 108
2022
Q1 		$19.4M Buy
312,205
+36,038
+13% +$2.19M 0.11% 140
2021
Q4 		$16.4M Buy
276,167
+31,877
+13% +$1.78M 0.1% 155
2021
Q3 		$12.8M Buy
244,290
+33,301
+16% +$1.86M 0.09% 183
2021
Q2 		$11.4M Buy
210,989
+39,442
+23% +$2.15M 0.09% 173
2021
Q1 		$9.04M Buy
171,547
+13,278
+8% +$668K 0.08% 193
2020
Q4 		$8.68M Buy
158,269
+20,485
+15% +$1.06M 0.11% 141
2020
Q3 		$6.8M Sell
137,784
-31,954
-19% -$1.54M 0.1% 151
2020
Q2 		$7.58M Sell
169,738
-32,155
-16% -$1.48M 0.14% 110
2020
Q1 		$8.93M Sell
201,893
-50,536
-20% -$2.73M 0.2% 95
2019
Q4 		$14M Sell
252,429
-17,312
-6% -$931K 0.28% 73
2019
Q3 		$14.7M Buy
269,741
+7,719
+3% +$413K 0.35% 60
2019
Q2 		$13.3M Buy
262,022
+97,490
+59% +$4.78M 0.35% 62
2019
Q1 		$7.71M Buy
+164,532
New +$7.7M 0.28% 68

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

Mercer Global Advisors's KO Position: Q1 2026 in Review

Mercer Global Advisors increased its Coca-Cola (KO) stake by 4.1% in Q1 2026, buying an estimated $1.98M and bringing the position to 665,872 shares worth $50.6M. The position accounts for 0.07% of the portfolio, ranked #154.

Mercer Global Advisors first reported a position in KO in Q1 2019 and has held it in 29 quarters since. The position peaked at $79.8M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mercer Global Advisors held 665,872 shares of Coca-Cola worth $50.6M as of Q1 2026.
  • Mercer Global Advisors bought 26,251 Coca-Cola shares in Q1 2026, an estimated $1.98M.
  • Coca-Cola made up 0.07% of Mercer Global Advisors's portfolio in Q1 2026, its #154 holding.
  • Mercer Global Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Coca-Cola position peaked at $79.8M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.