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

MidWestOne 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
Q4 		$1.18M Buy
16,885
+100
+0.6% +$6.97K 0.13% 143
2025
Q3 		$1.11M Hold
16,785
– – 0.14% 145
2025
Q2 		$1.19M Hold
16,785
– – 0.15% 139
2025
Q1 		$1.2M Sell
16,785
-60
-0.4% -$4.01K 0.17% 129
2024
Q4 		$1.05M Hold
16,845
– – 0.15% 141
2024
Q3 		$1.21M Buy
16,845
+10
+0.1% +$685 0.17% 132
2024
Q2 		$1.07M Sell
16,835
-218
-1% -$13.5K 0.19% 138
2024
Q1 		$1.04M Sell
17,053
-15
-0.1% -$901 0.19% 140
2023
Q4 		$1.01M Sell
17,068
-695
-4% -$39.5K 0.19% 131
2023
Q3 		$994K Buy
17,763
+227
+1% +$13.6K 0.23% 115
2023
Q2 		$1.06M Buy
17,536
+653
+4% +$40.6K 0.23% 116
2023
Q1 		$1.05M Buy
16,883
+3,276
+24% +$198K 0.24% 111
2022
Q4 		$866K Sell
13,607
-3,001
-18% -$181K 0.19% 126
2022
Q3 		$931K Buy
16,608
+10
+0.1% +$622 0.24% 103
2022
Q2 		$1.04M Buy
16,598
+5,816
+54% +$369K 0.26% 93
2022
Q1 		$668K Buy
10,782
+782
+8% +$47.6K 0.14% 157
2021
Q4 		$592K Hold
10,000
– – 0.12% 163
2021
Q3 		$525K Sell
10,000
-12,848
-56% -$716K 0.12% 157
2021
Q2 		$1.24M Sell
22,848
-22
-0.1% -$1.2K 0.29% 83
2021
Q1 		$1.21M Sell
22,870
-322
-1% -$16.2K 0.29% 83
2020
Q4 		$1.27M Sell
23,192
-480
-2% -$24.8K 0.35% 64
2020
Q3 		$1.17M Buy
23,672
+13,672
+137% +$658K 0.39% 63
2020
Q2 		$447K Sell
10,000
-625
-6% -$28.8K 0.19% 90
2020
Q1 		$470K Sell
10,625
-100
-0.9% -$5.4K 0.17% 125
2019
Q4 		$593K Sell
10,725
-640
-6% -$34.4K 0.12% 135
2019
Q3 		$618K Sell
11,365
-1,000
-8% -$53.5K 0.19% 116
2019
Q2 		$629K Buy
+12,365
New +$606K 0.17% 142

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MidWestOne Financial Group's KO Position: Q4 2025 in Review

MidWestOne Financial Group increased its Coca-Cola (KO) stake by 0.6% in Q4 2025, buying an estimated $6.97K and bringing the position to 16,885 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #143.

MidWestOne Financial Group first reported a position in KO in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q4 2020. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • MidWestOne Financial Group held 16,885 shares of Coca-Cola worth $1.18M as of Q4 2025.
  • MidWestOne Financial Group bought 100 Coca-Cola shares in Q4 2025, an estimated $6.97K.
  • Coca-Cola made up 0.13% of MidWestOne Financial Group's portfolio in Q4 2025, its #143 holding.
  • MidWestOne Financial Group first reported a position in Coca-Cola in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Coca-Cola position peaked at $1.27M in Q4 2020.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.