Mission Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.06M | Sell |
40,278
-2,148
| -5% | -$162K | 0.06% | 163 |
|
|
2025
Q4 | $2.97M | Buy |
42,426
+747
| +2% | +$52.1K | 0.06% | 172 |
|
|
2025
Q3 | $2.76M | Sell |
41,679
-126
| -0.3% | -$8.67K | 0.05% | 179 |
|
|
2025
Q2 | $2.96M | Buy |
41,805
+669
| +2% | +$47.7K | 0.06% | 167 |
|
|
2025
Q1 | $2.95M | Buy |
41,136
+3,757
| +10% | +$251K | 0.07% | 152 |
|
|
2024
Q4 | $2.33M | Buy |
37,379
+241
| +0.6% | +$15.7K | 0.05% | 169 |
|
|
2024
Q3 | $2.67M | Buy |
37,138
+623
| +2% | +$42.7K | 0.06% | 155 |
|
|
2024
Q2 | $2.32M | Buy |
36,515
+2,233
| +7% | +$138K | 0.06% | 156 |
|
|
2024
Q1 | $2.1M | Sell |
34,282
-1,455
| -4% | -$87.4K | 0.06% | 176 |
|
|
2023
Q4 | $2.11M | Buy |
35,737
+3,473
| +11% | +$197K | 0.07% | 144 |
|
|
2023
Q3 | $1.81M | Buy |
32,264
+135
| +0.4% | +$8.1K | 0.07% | 144 |
|
|
2023
Q2 | $1.93M | Sell |
32,129
-79
| -0.2% | -$4.92K | 0.07% | 136 |
|
|
2023
Q1 | $2M | Sell |
32,208
-1,977
| -6% | -$120K | 0.08% | 134 |
|
|
2022
Q4 | $2.17M | Sell |
34,185
-576
| -2% | -$34.8K | 0.1% | 121 |
|
|
2022
Q3 | $1.95M | Buy |
34,761
+1,730
| +5% | +$108K | 0.1% | 115 |
|
|
2022
Q2 | $2.08M | Sell |
33,031
-357
| -1% | -$22.6K | 0.11% | 107 |
|
|
2022
Q1 | $2.07M | Buy |
33,388
+198
| +0.6% | +$12K | 0.1% | 110 |
|
|
2021
Q4 | $1.97M | Buy |
33,190
+6,799
| +26% | +$379K | 0.09% | 117 |
|
|
2021
Q3 | $1.39M | Sell |
26,391
-999
| -4% | -$55.7K | 0.07% | 140 |
|
|
2021
Q2 | $1.48M | Buy |
27,390
+1,096
| +4% | +$59.6K | 0.08% | 127 |
|
|
2021
Q1 | $1.39M | Sell |
26,294
-298
| -1% | -$15K | 0.08% | 116 |
|
|
2020
Q4 | $1.46M | Buy |
26,592
+2,915
| +12% | +$151K | 0.09% | 103 |
|
|
2020
Q3 | $1.17M | Buy |
23,677
+1,424
| +6% | +$68.5K | 0.09% | 109 |
|
|
2020
Q2 | $994K | Buy |
22,253
+3,117
| +16% | +$144K | 0.09% | 110 |
|
|
2020
Q1 | $847K | Sell |
19,136
-4,220
| -18% | -$228K | 0.09% | 108 |
|
|
2019
Q4 | $1.29M | Sell |
23,356
-549
| -2% | -$29.5K | 0.12% | 97 |
|
|
2019
Q3 | $1.3M | Sell |
23,905
-214
| -0.9% | -$11.5K | 0.14% | 86 |
|
|
2019
Q2 | $1.23M | Sell |
24,119
-436
| -2% | -$21.4K | 0.14% | 83 |
|
|
2019
Q1 | $1.15M | Buy |
24,555
+864
| +4% | +$40.4K | 0.13% | 88 |
|
|
2018
Q4 | $1.12M | Buy |
23,691
+4,520
| +24% | +$216K | 0.15% | 81 |
|
|
2018
Q3 | $886K | Sell |
19,171
-300
| -2% | -$13.7K | 0.12% | 100 |
|
|
2018
Q2 | $854K | Buy |
19,471
+23
| +0.1% | +$993 | 0.13% | 94 |
|
|
2018
Q1 | $845K | Buy |
19,448
+952
| +5% | +$42.8K | 0.14% | 83 |
|
|
2017
Q4 | $849K | Buy |
18,496
+1,344
| +8% | +$61.8K | 0.15% | 74 |
|
|
2017
Q3 | $772K | Sell |
17,152
-270
| -2% | -$12.3K | 0.14% | 77 |
|
|
2017
Q2 | $781K | Buy |
17,422
+909
| +6% | +$40.2K | 0.15% | 76 |
|
|
2017
Q1 | $701K | Sell |
16,513
-866
| -5% | -$36.1K | 0.14% | 79 |
|
|
2016
Q4 | $721K | Buy |
17,379
+195
| +1% | +$8.12K | 0.14% | 73 |
|
|
2016
Q3 | $727K | Buy |
17,184
+81
| +0.5% | +$3.55K | 0.18% | 66 |
|
|
2016
Q2 | $775K | Hold |
17,103
| – | – | 0.21% | 55 |
|
|
2016
Q1 | $793K | Sell |
17,103
-24
| -0.1% | -$1.04K | 0.21% | 52 |
|
|
2015
Q4 | $736K | Buy |
17,127
+850
| +5% | +$36.1K | 0.21% | 49 |
|
|
2015
Q3 | $653K | Buy |
16,277
+3,587
| +28% | +$144K | 0.2% | 54 |
|
|
2015
Q2 | $515K | Buy |
+12,690
| New | +$516K | 0.18% | 66 |
|
Other funds holding KO
VCM
VPM
Mission Wealth Management's KO Position: Q1 2026 in Review
Mission Wealth Management reduced its Coca-Cola (KO) stake by 5.1% in Q1 2026, selling an estimated $162K and leaving 40,278 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #163.
Mission Wealth Management first reported a position in KO in Q2 2015 and has held it in 44 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Mission Wealth Management held 40,278 shares of Coca-Cola worth $3.06M as of Q1 2026.
- Mission Wealth Management sold 2,148 Coca-Cola shares in Q1 2026, an estimated $162K.
- Coca-Cola made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #163 holding.
- Mission Wealth Management first reported a position in Coca-Cola in Q2 2015 and has held it in 44 quarters since.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.