MFS
KO icon

Mirabella Financial Services’s Coca-Cola KO Stock Holding History

Mirabella Financial Services’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
-28,688
Closed -$2.03M – 284
2025
Q2 		$2.03M Buy
+28,688
New +$2.04M 0.21% 77
2024
Q3 		– Sell
-25,600
Closed -$1.63M – 332
2024
Q2 		$1.63M Sell
25,600
-10,140
-28% -$628K 0.12% 92
2024
Q1 		$2.19M Buy
35,740
+6,170
+21% +$371K 0.16% 118
2023
Q4 		$1.74M Buy
29,570
+4
+0% +$227 0.23% 95
2023
Q3 		$1.66M Buy
29,566
+11,036
+60% +$662K 0.23% 111
2023
Q2 		$1.12M Buy
+18,530
New +$1.15M 0.12% 185
2023
Q1 		– Sell
-10,076
Closed -$641K – 505
2022
Q4 		$641K Buy
10,076
+4,321
+75% +$261K 0.06% 180
2022
Q3 		$326K Buy
+5,755
New +$358K 0.03% 210
2021
Q3 		– Sell
-44,970
Closed -$2.43M – 490
2021
Q2 		$2.43M Buy
+44,970
New +$2.45M 0.44% 78
2021
Q1 		– Sell
-218,116
Closed -$12M – 356
2020
Q4 		$12M Buy
+218,116
New +$11.3M 1.49% 10
2020
Q2 		– Sell
-11,014
Closed -$487K – 189
2020
Q1 		$487K Sell
11,014
-65,486
-86% -$3.54M 0.28% 55
2019
Q4 		$4.23M Buy
+76,500
New +$4.11M 0.76% 37

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

Mirabella Financial Services's KO Position: Q3 2025 in Review

Mirabella Financial Services sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 28,688 shares — an estimated $2.03M sold.

Mirabella Financial Services first reported a position in KO in Q4 2019 and held it in 12 quarters. The position peaked at $12M in Q4 2020. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Mirabella Financial Services reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 28,688 Coca-Cola shares in Q3 2025, an estimated $2.03M.
  • Mirabella Financial Services first reported a position in Coca-Cola in Q4 2019 and held it in 12 quarters.
  • Mirabella Financial Services's Coca-Cola position peaked at $12M in Q4 2020.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Mirabella Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.