MCA
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Midwest Capital Advisors’s Coca-Cola KO Stock Holding History

Midwest Capital 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 		$37.8K Hold
465
– – 0.02% 107
2026
Q1 		$35.3K Hold
465
– – 0.02% 108
2025
Q4 		$32.5K Buy
465
+155
+50% +$10.8K 0.02% 105
2025
Q3 		$20.6K Hold
310
– – 0.01% 121
2025
Q2 		$21.9K Hold
310
– – 0.01% 113
2025
Q1 		$22.2K Hold
310
– – 0.01% 109
2024
Q4 		$19.3K Buy
+310
New +$20.2K 0.01% 125

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Midwest Capital Advisors's KO Position: Q2 2026 in Review

Midwest Capital Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 465 shares worth $37.8K. The position accounts for 0.02% of the portfolio, ranked #107.

Midwest Capital Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Midwest Capital Advisors held 465 shares of Coca-Cola worth $37.8K as of Q2 2026.
  • Midwest Capital Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.02% of Midwest Capital Advisors's portfolio in Q2 2026, its #107 holding.
  • Midwest Capital Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.