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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

MFA Wealth Advisors increased its Coca-Cola (KO) stake by 7.9% in Q2 2026, buying an estimated $242K and bringing the position to 42,106 shares worth $3.42M. The position accounts for 0.58% of the portfolio, ranked #37.

MFA Wealth Advisors first reported a position in KO in Q2 2020 and has held it in 19 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MFA Wealth Advisors held 42,106 shares of Coca-Cola worth $3.42M as of Q2 2026.
MFA Wealth Advisors bought 3,068 Coca-Cola shares in Q2 2026, an estimated $242K.
Coca-Cola made up 0.58% of MFA Wealth Advisors's portfolio in Q2 2026, its #37 holding.
MFA Wealth Advisors first reported a position in Coca-Cola in Q2 2020 and has held it in 19 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.