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Mindset Wealth Management’s Coca-Cola KO Stock Holding History

Mindset Wealth 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
Q2 		$322K Buy
3,960
+839
+27% +$66.3K 0.06% 131
2026
Q1 		$237K Buy
3,121
+47
+2% +$3.55K 0.06% 152
2025
Q4 		$215K Sell
3,074
-151
-5% -$10.5K 0.06% 168
2025
Q3 		$214K Buy
3,225
+200
+7% +$13.8K 0.06% 163
2025
Q2 		$214K Sell
3,025
-903
-23% -$64.3K 0.07% 141
2025
Q1 		$281K Sell
3,928
-819
-17% -$54.7K 0.11% 98
2024
Q4 		$296K Sell
4,747
-570
-11% -$37.2K 0.11% 96
2024
Q3 		$382K Buy
+5,317
New +$364K 0.16% 80

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mindset Wealth Management's KO Position: Q2 2026 in Review

Mindset Wealth Management increased its Coca-Cola (KO) stake by 27% in Q2 2026, buying an estimated $66.3K and bringing the position to 3,960 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #131.

Mindset Wealth Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $382K in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mindset Wealth Management held 3,960 shares of Coca-Cola worth $322K as of Q2 2026.
  • Mindset Wealth Management bought 839 Coca-Cola shares in Q2 2026, an estimated $66.3K.
  • Coca-Cola made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Mindset Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Coca-Cola position peaked at $382K in Q3 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.