Mitsubishi UFJ Morgan Stanley Securities’s Coca-Cola KO Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$66.2K	Sell	815 -1,696	-68%	-$134K	0.2%	103
2026 Q1	$191K	Sell	2,511 -626	-20%	-$47.3K	0.47%	69
2025 Q4	$219K	Buy	+3,137	New	+$219K	0.35%	91
2024 Q1	–	Sell	-7,319	Closed	-$431K	–	37
2023 Q4	$431K	Sell	7,319 -4,450	-38%	-$253K	2.49%	17
2023 Q3	$659K	Buy	+11,769	New	+$706K	2.95%	17
2023 Q2	–	Sell	-122	Closed	-$8K	–	23
2023 Q1	$8K	Sell	122 -1,698	-93%	-$103K	0.21%	6
2022 Q4	$116K	Buy	1,820 +60	+3%	+$3.62K	1.02%	12
2022 Q3	$99K	Sell	1,760 -550	-24%	-$34.2K	1.33%	11
2022 Q2	$145K	Buy	+2,310	New	+$146K	0.19%	9
2014 Q4	$26K	Hold	620	–	–	0.05%	101
2014 Q3	$26K	Buy	620 +250	+68%	+$10.3K	0.07%	108
2014 Q2	$16K	Sell	370 -320	-46%	-$13K	0.05%	142
2014 Q1	$27K	Sell	690 -230	-25%	-$8.88K	0.07%	105
2013 Q4	$38K	Buy	920 +820	+820%	+$32.3K	0.06%	87
2013 Q3	$4K	Hold	100	–	–	0.01%	243
2013 Q2	$4K	Buy	+100	New	+$4.14K	0.01%	194

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's KO Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Coca-Cola (KO) stake by 68% in Q2 2026, selling an estimated $134K and leaving 815 shares worth $66.2K. The position accounts for 0.2% of the portfolio, ranked #103.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in KO in Q2 2013 and has held it in 16 quarters since. The position peaked at $659K in Q3 2023. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 815 shares of Coca-Cola worth $66.2K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 1,696 Coca-Cola shares in Q2 2026, an estimated $134K.
Coca-Cola made up 0.2% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #103 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Coca-Cola in Q2 2013 and has held it in 16 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Coca-Cola position peaked at $659K in Q3 2023.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.