Mezzasalma Advisors’s Coca-Cola KO Stock Holding History

Mezzasalma 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	$382K	Hold	5,029	–	–	0.1%	114
2025 Q4	$348K	Sell	5,029 -12	-0.2%	-$837	0.08%	121
2025 Q3	$334K	Sell	5,041 -3	-0.1%	-$206	0.09%	123
2025 Q2	$357K	Sell	5,044 -1,619	-24%	-$115K	0.11%	108
2025 Q1	$477K	Sell	6,663 -93	-1%	-$6.21K	0.16%	80
2024 Q4	$421K	Buy	6,756 +1,972	+41%	+$129K	0.14%	87
2024 Q3	$344K	Sell	4,784 -24	-0.5%	-$1.64K	0.14%	60
2024 Q2	$306K	Sell	4,808 -443	-8%	-$27.4K	0.13%	60
2024 Q1	$321K	Sell	5,251 -1,349	-20%	-$81K	0.15%	73
2023 Q4	$389K	Buy	6,600 +35	+0.5%	+$1.99K	0.21%	53
2023 Q3	$368K	Hold	6,565	–	–	0.23%	55
2023 Q2	$395K	Hold	6,565	–	–	0.24%	54
2023 Q1	$407K	Sell	6,565 -24	-0.4%	-$1.45K	0.29%	50
2022 Q4	$419K	Sell	6,589 -868	-12%	-$52.4K	0.37%	48
2022 Q3	$418K	Hold	7,457	–	–	0.33%	43
2022 Q2	$469K	Hold	7,457	–	–	0.4%	40
2022 Q1	$462K	Hold	7,457	–	–	0.29%	43
2021 Q4	$442K	Buy	7,457 +458	+7%	+$25.5K	0.24%	54
2021 Q3	$367K	Hold	6,999	–	–	0.21%	59
2021 Q2	$379K	Sell	6,999 -200	-3%	-$10.9K	0.21%	60
2021 Q1	$379K	Hold	7,199	–	–	0.24%	55
2020 Q4	$395K	Buy	+7,199	New	+$372K	0.25%	57

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mezzasalma Advisors's KO Position: Q1 2026 in Review

Mezzasalma Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 5,029 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #114.

Mezzasalma Advisors first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $477K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Mezzasalma Advisors held 5,029 shares of Coca-Cola worth $382K as of Q1 2026.
Mezzasalma Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.1% of Mezzasalma Advisors's portfolio in Q1 2026, its #114 holding.
Mezzasalma Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
Mezzasalma Advisors's Coca-Cola position peaked at $477K in Q1 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.