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 Q2	$385K	Sell	4,735 -294	-6%	-$23.2K	0.08%	129
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mezzasalma Advisors's KO Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Coca-Cola (KO) stake by 5.8% in Q2 2026, selling an estimated $23.2K and leaving 4,735 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #129.

Mezzasalma Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $477K in Q1 2025. 3,646 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mezzasalma Advisors held 4,735 shares of Coca-Cola worth $385K as of Q2 2026.
Mezzasalma Advisors sold 294 Coca-Cola shares in Q2 2026, an estimated $23.2K.
Coca-Cola made up 0.08% of Mezzasalma Advisors's portfolio in Q2 2026, its #129 holding.
Mezzasalma Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
Mezzasalma Advisors's Coca-Cola position peaked at $477K in Q1 2025.
3,646 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.