Mizuho Securities USA’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 | $17.8M | Sell |
234,046
-47,847
| -17% | -$3.62M | 0.42% | 40 |
|
|
2025
Q4 | $20.6M | Sell |
281,893
-213
| -0.1% | -$14.8K | 0.34% | 37 |
|
|
2025
Q3 | $19.5M | Buy |
282,106
+14,393
| +5% | +$991K | 0.39% | 37 |
|
|
2025
Q2 | $18.9M | Sell |
267,713
-42,301
| -14% | -$3.01M | 0.4% | 38 |
|
|
2025
Q1 | $22.2M | Sell |
310,014
-57,439
| -16% | -$3.84M | 0.48% | 29 |
|
|
2024
Q4 | $22.9M | Buy |
367,453
+115,928
| +46% | +$7.57M | 0.42% | 32 |
|
|
2024
Q3 | $18.1M | Sell |
251,525
-47,421
| -16% | -$3.25M | 0.39% | 28 |
|
|
2024
Q2 | $19M | Buy |
+298,946
| New | +$18.5M | 0.42% | 37 |
|
|
2022
Q3 | – | Sell |
-3,584
| Closed | -$225K | – | 245 |
|
|
2022
Q2 | $225K | Hold |
3,584
| – | – | 0.03% | 118 |
|
|
2022
Q1 | $222K | Sell |
3,584
-8,778
| -71% | -$534K | 0.03% | 172 |
|
|
2021
Q4 | $732K | Sell |
12,362
-2,261
| -15% | -$126K | 0.07% | 149 |
|
|
2021
Q3 | $767K | Buy |
14,623
+1,436
| +11% | +$80K | 0.08% | 162 |
|
|
2021
Q2 | $714K | Sell |
13,187
-10,659
| -45% | -$580K | 0.06% | 167 |
|
|
2021
Q1 | $1.26M | Buy |
23,846
+9,471
| +66% | +$477K | 0.12% | 121 |
|
|
2020
Q4 | $788K | Buy |
+14,375
| New | +$743K | 0.05% | 114 |
|
|
2020
Q1 | – | Sell |
-5,270
| Closed | -$292K | – | 144 |
|
|
2019
Q4 | $292K | Buy |
+5,270
| New | +$283K | 0.01% | 143 |
|
|
2018
Q2 | – | Sell |
-8,805
| Closed | -$382K | – | 208 |
|
|
2018
Q1 | $382K | Sell |
8,805
-9,701
| -52% | -$436K | 0.02% | 121 |
|
|
2017
Q4 | $849K | Buy |
18,506
+3,199
| +21% | +$147K | 0.04% | 111 |
|
|
2017
Q3 | $689K | Buy |
+15,307
| New | +$696K | 0.04% | 130 |
|
|
2017
Q1 | – | Sell |
-9,439
| Closed | -$391K | – | 208 |
|
|
2016
Q4 | $391K | Sell |
9,439
-21,375
| -69% | -$890K | 0.02% | 171 |
|
|
2016
Q3 | $1.3M | Buy |
30,814
+24,829
| +415% | +$1.09M | 0.11% | 108 |
|
|
2016
Q2 | $271K | Buy |
+5,985
| New | +$270K | 0.04% | 151 |
|
|
2015
Q3 | – | Sell |
-13,358
| Closed | -$524K | – | 159 |
|
|
2015
Q2 | $524K | Sell |
13,358
-74,082
| -85% | -$3.01M | 0.06% | 121 |
|
|
2015
Q1 | $3.55M | Sell |
87,440
-27,530
| -24% | -$1.15M | 0.46% | 47 |
|
|
2014
Q4 | $4.85M | Sell |
114,970
-59,023
| -34% | -$2.52M | 0.48% | 45 |
|
|
2014
Q3 | $7.42M | Buy |
+173,993
| New | +$7.19M | 0.87% | 27 |
|
|
2014
Q1 | – | Sell |
-113,788
| Closed | -$4.7M | – | 66 |
|
|
2013
Q4 | $4.7M | Sell |
113,788
-39,153
| -26% | -$1.54M | 0.39% | 52 |
|
|
2013
Q3 | $5.79M | Buy |
152,941
+6,003
| +4% | +$237K | 0.37% | 40 |
|
|
2013
Q2 | $5.89M | Buy |
+146,938
| New | +$6.08M | 0.29% | 40 |
|
Other funds holding KO
VCM
VPM
Mizuho Securities USA's KO Position: Q1 2026 in Review
Mizuho Securities USA reduced its Coca-Cola (KO) stake by 17% in Q1 2026, selling an estimated $3.62M and leaving 234,046 shares worth $17.8M. The position accounts for 0.42% of the portfolio, ranked #40.
Mizuho Securities USA first reported a position in KO in Q2 2013 and has held it in 29 quarters since. The position peaked at $22.9M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Mizuho Securities USA held 234,046 shares of Coca-Cola worth $17.8M as of Q1 2026.
- Mizuho Securities USA sold 47,847 Coca-Cola shares in Q1 2026, an estimated $3.62M.
- Coca-Cola made up 0.42% of Mizuho Securities USA's portfolio in Q1 2026, its #40 holding.
- Mizuho Securities USA first reported a position in Coca-Cola in Q2 2013 and has held it in 29 quarters since.
- Mizuho Securities USA's Coca-Cola position peaked at $22.9M in Q4 2024.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.