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

MFA 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
Q3 		$3.56M Sell
41,382
-724
-2% -$62.8K 0.61% 35
2026
Q2 		$3.42M Buy
42,106
+3,068
+8% +$242K 0.58% 37
2026
Q1 		$2.97M Buy
39,038
+3,071
+9% +$232K 0.58% 33
2025
Q4 		$2.51M Buy
35,967
+3,232
+10% +$225K 0.53% 35
2025
Q3 		$2.17M Buy
32,735
+1,628
+5% +$112K 0.47% 38
2025
Q2 		$2.2M Sell
31,107
-3,300
-10% -$235K 0.52% 37
2025
Q1 		$2.46M Buy
34,407
+39
+0.1% +$2.6K 0.61% 29
2024
Q4 		$2.14M Buy
34,368
+2,906
+9% +$190K 0.55% 32
2024
Q3 		$2.26M Sell
31,462
-1,251
-4% -$85.7K 0.49% 39
2024
Q2 		$2.08M Buy
32,713
+862
+3% +$53.4K 0.45% 42
2024
Q1 		$1.95M Buy
31,851
+1,109
+4% +$66.6K 0.51% 35
2023
Q4 		$1.81M Buy
30,742
+1,782
+6% +$101K 0.51% 34
2023
Q3 		$1.62M Buy
28,960
+1,248
+5% +$74.9K 0.5% 32
2023
Q2 		$1.67M Buy
27,712
+887
+3% +$55.2K 0.53% 31
2023
Q1 		$1.66M Buy
26,825
+633
+2% +$38.3K 0.55% 28
2022
Q4 		$1.67M Sell
26,192
-1,259
-5% -$76K 0.6% 28
2022
Q3 		$1.54M Buy
27,451
+312
+1% +$19.4K 0.57% 29
2022
Q2 		$1.71M Buy
27,139
+400
+1% +$25.4K 0.62% 28
2022
Q1 		$1.65M Buy
+26,739
New +$1.63M 0.53% 33
2020
Q3 		– Sell
-622
Closed -$27.8K – 132
2020
Q2 		$27.8K Buy
+622
New +$28.6K 0.02% 97

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

MFA Wealth Advisors's KO Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q3 2026, selling an estimated $62.8K and leaving 41,382 shares worth $3.56M. The position accounts for 0.61% of the portfolio, ranked #35.

MFA Wealth Advisors first reported a position in KO in Q2 2020 and has held it in 20 quarters since. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • MFA Wealth Advisors held 41,382 shares of Coca-Cola worth $3.56M as of Q3 2026.
  • MFA Wealth Advisors sold 724 Coca-Cola shares in Q3 2026, an estimated $62.8K.
  • Coca-Cola made up 0.61% of MFA Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • MFA Wealth Advisors first reported a position in Coca-Cola in Q2 2020 and has held it in 20 quarters since.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.