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Mine & Arao Wealth Creation & Management’s Coca-Cola KO Stock Holding History

Mine & Arao Wealth Creation & 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 		$1.02M Sell
13,458
-110
-0.8% -$8.32K 0.43% 27
2025
Q4 		$949K Buy
13,568
+690
+5% +$48.1K 0.37% 29
2025
Q3 		$854K Buy
12,878
+939
+8% +$64.6K 0.35% 30
2025
Q2 		$845K Buy
11,939
+293
+3% +$20.9K 0.38% 30
2025
Q1 		$834K Hold
11,646
– – 0.41% 28
2024
Q4 		$725K Sell
11,646
-48
-0.4% -$3.13K 0.33% 33
2024
Q3 		$840K Buy
11,694
+802
+7% +$54.9K 0.39% 31
2024
Q2 		$693K Buy
10,892
+1,337
+14% +$82.8K 0.34% 33
2024
Q1 		$585K Buy
9,555
+650
+7% +$39K 0.29% 39
2023
Q4 		$525K Buy
8,905
+91
+1% +$5.17K 0.28% 38
2023
Q3 		$493K Buy
8,814
+837
+10% +$50.2K 0.3% 37
2023
Q2 		$480K Buy
7,977
+1,740
+28% +$108K 0.28% 40
2023
Q1 		$387K Hold
6,237
– – 0.25% 50
2022
Q4 		$397K Buy
6,237
+79
+1% +$4.77K 0.29% 47
2022
Q3 		$345K Buy
6,158
+830
+16% +$51.6K 0.25% 49
2022
Q2 		$335K Buy
5,328
+479
+10% +$30.4K 0.24% 51
2022
Q1 		$301K Hold
4,849
– – 0.18% 57
2021
Q4 		$287K Buy
4,849
+493
+11% +$27.5K 0.16% 60
2021
Q3 		$229K Buy
4,356
+15
+0.3% +$836 0.14% 65
2021
Q2 		$235K Buy
4,341
+411
+10% +$22.4K 0.14% 65
2021
Q1 		$207K Buy
3,930
+1,950
+98% +$98.1K 0.14% 67
2020
Q4 		$109K Buy
1,980
+13
+0.7% +$672 0.08% 91
2020
Q3 		$97K Buy
1,967
+8
+0.4% +$385 0.08% 88
2020
Q2 		$88K Buy
1,959
+7
+0.4% +$322 0.08% 87
2020
Q1 		$86K Hold
1,952
– – 0.1% 77
2019
Q4 		$108K Buy
+1,952
New +$105K 0.1% 79

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

Mine & Arao Wealth Creation & Management's KO Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management reduced its Coca-Cola (KO) stake by 0.81% in Q1 2026, selling an estimated $8.32K and leaving 13,458 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #27.

Mine & Arao Wealth Creation & Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 13,458 shares of Coca-Cola worth $1.02M as of Q1 2026.
  • Mine & Arao Wealth Creation & Management sold 110 Coca-Cola shares in Q1 2026, an estimated $8.32K.
  • Coca-Cola made up 0.43% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #27 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.