MA
KO icon

MJP Associates’s Coca-Cola KO Stock Holding History

MJP Associates’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
Q1 		$1.2M Buy
15,762
+428
+3% +$32.4K 0.15% 61
2025
Q4 		$1.07M Buy
15,334
+933
+6% +$65K 0.13% 66
2025
Q3 		$955K Buy
14,401
+688
+5% +$47.4K 0.13% 70
2025
Q2 		$970K Buy
13,713
+1,249
+10% +$89K 0.14% 66
2025
Q1 		$893K Buy
12,464
+530
+4% +$35.4K 0.16% 67
2024
Q4 		$743K Buy
11,934
+36
+0.3% +$2.35K 0.13% 71
2024
Q3 		$855K Buy
11,898
+639
+6% +$43.8K 0.16% 74
2024
Q2 		$717K Buy
11,259
+565
+5% +$35K 0.15% 76
2024
Q1 		$654K Buy
10,694
+2,750
+35% +$165K 0.14% 77
2023
Q4 		$468K Sell
7,944
-1,534
-16% -$87.1K 0.12% 83
2023
Q3 		$531K Sell
9,478
-149
-2% -$8.94K 0.15% 67
2023
Q2 		$580K Sell
9,627
-163
-2% -$10.1K 0.19% 59
2023
Q1 		$607K Buy
9,790
+2
+0% +$121 0.19% 54
2022
Q4 		$623K Sell
9,788
-762
-7% -$46K 0.18% 59
2022
Q3 		$591K Sell
10,550
-448
-4% -$27.8K 0.18% 56
2022
Q2 		$692K Buy
10,998
+748
+7% +$47.4K 0.19% 56
2022
Q1 		$635K Buy
10,250
+510
+5% +$31K 0.16% 66
2021
Q4 		$578K Buy
9,740
+190
+2% +$10.6K 0.17% 71
2021
Q3 		$501K Buy
9,550
+38
+0.4% +$2.12K 0.17% 73
2021
Q2 		$515K Sell
9,512
-449
-5% -$24.4K 0.17% 71
2021
Q1 		$525K Sell
9,961
-589
-6% -$29.6K 0.21% 60
2020
Q4 		$579K Buy
+10,550
New +$545K 0.24% 53

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MJP Associates's KO Position: Q1 2026 in Review

MJP Associates increased its Coca-Cola (KO) stake by 2.8% in Q1 2026, buying an estimated $32.4K and bringing the position to 15,762 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #61.

MJP Associates first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MJP Associates held 15,762 shares of Coca-Cola worth $1.2M as of Q1 2026.
  • MJP Associates bought 428 Coca-Cola shares in Q1 2026, an estimated $32.4K.
  • Coca-Cola made up 0.15% of MJP Associates's portfolio in Q1 2026, its #61 holding.
  • MJP Associates first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.