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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
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 $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

Mindset Wealth Management's KO Position: Q1 2026 in Review

Mindset Wealth Management increased its Coca-Cola (KO) stake by 1.5% in Q1 2026, buying an estimated $3.55K and bringing the position to 3,121 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #152.

Mindset Wealth Management first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $382K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mindset Wealth Management held 3,121 shares of Coca-Cola worth $237K as of Q1 2026.
  • Mindset Wealth Management bought 47 Coca-Cola shares in Q1 2026, an estimated $3.55K.
  • Coca-Cola made up 0.06% of Mindset Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Mindset Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Coca-Cola position peaked at $382K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.