MCM
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MidAtlantic Capital Management’s Coca-Cola KO Stock Holding History

MidAtlantic Capital Management’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
Q1 		– Sell
-603
Closed -$42.2K – 157
2025
Q4 		$42.2K Buy
+603
New +$42K 0.03% 155
2025
Q1 		– Sell
-604
Closed -$37.6K – 156
2024
Q4 		$37.6K Hold
604
– – 0.03% 148
2024
Q3 		$43.4K Hold
604
– – 0.03% 139
2024
Q2 		$38.4K Sell
604
-603
-50% -$37.3K 0.03% 139
2024
Q1 		$73.8K Hold
1,207
– – 0.06% 111
2023
Q4 		$71.1K Buy
+1,207
New +$68.6K 0.07% 107

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MidAtlantic Capital Management's KO Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 603 shares — an estimated $42.2K sold.

MidAtlantic Capital Management first reported a position in KO in Q4 2023 and held it in 6 quarters. The position peaked at $73.8K in Q1 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 603 Coca-Cola shares in Q1 2026, an estimated $42.2K.
  • MidAtlantic Capital Management first reported a position in Coca-Cola in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Coca-Cola position peaked at $73.8K in Q1 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.