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

MFA Wealth Services’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	$574K	Buy	7,066 +1,422	+25%	+$112K	0.34%	75
2026 Q1	$429K	Buy	5,644 +72	+1%	+$5.44K	0.28%	85
2025 Q4	$390K	Buy	5,572 +304	+6%	+$21.2K	0.26%	86
2025 Q3	$349K	Buy	5,268 +99	+2%	+$6.81K	0.24%	88
2025 Q2	$366K	Buy	5,169 +99	+2%	+$7.05K	0.27%	82
2025 Q1	$363K	Sell	5,070 -671	-12%	-$44.8K	0.3%	79
2024 Q4	$357K	Buy	+5,741	New	+$375K	0.29%	80

Other funds holding KO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

MFA Wealth Services increased its Coca-Cola (KO) stake by 25% in Q2 2026, buying an estimated $112K and bringing the position to 7,066 shares worth $574K. The position accounts for 0.34% of the portfolio, ranked #75.

MFA Wealth Services first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 962 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MFA Wealth Services held 7,066 shares of Coca-Cola worth $574K as of Q2 2026.
MFA Wealth Services bought 1,422 Coca-Cola shares in Q2 2026, an estimated $112K.
Coca-Cola made up 0.34% of MFA Wealth Services's portfolio in Q2 2026, its #75 holding.
MFA Wealth Services first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
962 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.