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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
Q3 		$613K Buy
7,119
+53
+0.8% +$4.6K 0.36% 70
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
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

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

MFA Wealth Services increased its Coca-Cola (KO) stake by 0.75% in Q3 2026, buying an estimated $4.6K and bringing the position to 7,119 shares worth $613K. The position accounts for 0.36% of the portfolio, ranked #70.

MFA Wealth Services first reported a position in KO in Q4 2024 and has held it in 8 quarters since. 1,033 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • MFA Wealth Services held 7,119 shares of Coca-Cola worth $613K as of Q3 2026.
  • MFA Wealth Services bought 53 Coca-Cola shares in Q3 2026, an estimated $4.6K.
  • Coca-Cola made up 0.36% of MFA Wealth Services's portfolio in Q3 2026, its #70 holding.
  • MFA Wealth Services first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.