MFG
KO icon

Midwest Financial Group’s Coca-Cola KO Stock Holding History

Midwest Financial Group’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
2025
Q3 		– Sell
-3,843
Closed -$272K – 123
2025
Q2 		$272K Buy
3,843
+134
+4% +$9.54K 0.14% 94
2025
Q1 		$266K Sell
3,709
-6,630
-64% -$443K 0.15% 90
2024
Q4 		$644K Sell
10,339
-553
-5% -$36.1K 0.37% 58
2024
Q3 		$783K Sell
10,892
-4,359
-29% -$298K 0.46% 49
2024
Q2 		$971K Sell
15,251
-641
-4% -$39.7K 0.62% 40
2024
Q1 		$972K Sell
15,892
-219
-1% -$13.2K 0.65% 41
2023
Q4 		$949K Sell
16,111
-480
-3% -$27.3K 0.71% 38
2023
Q3 		$929K Sell
16,591
-87
-0.5% -$5.22K 0.79% 35
2023
Q2 		$1M Sell
16,678
-313
-2% -$19.5K 0.85% 27
2023
Q1 		$1.05M Buy
+16,991
New +$1.03M 0.97% 25

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Midwest Financial Group's KO Position: Q3 2025 in Review

Midwest Financial Group sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,843 shares — an estimated $272K sold.

Midwest Financial Group first reported a position in KO in Q1 2023 and held it in 10 quarters. The position peaked at $1.05M in Q1 2023. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Midwest Financial Group reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Midwest Financial Group sold 3,843 Coca-Cola shares in Q3 2025, an estimated $272K.
  • Midwest Financial Group first reported a position in Coca-Cola in Q1 2023 and held it in 10 quarters.
  • Midwest Financial Group's Coca-Cola position peaked at $1.05M in Q1 2023.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Midwest Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.