MFG
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Mission Financial Group’s Coca-Cola KO Stock Holding History

Mission 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
2026
Q2 		$223K Buy
+2,740
New +$216K 0.18% 136
2025
Q1 		$219K Buy
+2,881
New +$192K 0.2% 133

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

Mission Financial Group's KO Position: Q2 2026 in Review

Mission Financial Group opened a new position in Coca-Cola (KO) in Q2 2026: 2,740 shares worth $223K. The stake represents 0.18% of the portfolio and ranks #136 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in KO as recently as Q1 2025.

Mission Financial Group first reported a position in KO in Q1 2025 and has held it in 2 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mission Financial Group held 2,740 shares of Coca-Cola worth $223K as of Q2 2026.
  • Coca-Cola was a new Mission Financial Group position in Q2 2026.
  • Coca-Cola made up 0.18% of Mission Financial Group's portfolio in Q2 2026, its #136 holding.
  • Mission Financial Group first reported a position in Coca-Cola in Q1 2025 and has held it in 2 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.