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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
Q2 		$1.2M Sell
14,806
-956
-6% -$75.5K 0.13% 75
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 $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

MJP Associates's KO Position: Q2 2026 in Review

MJP Associates reduced its Coca-Cola (KO) stake by 6.1% in Q2 2026, selling an estimated $75.5K and leaving 14,806 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #75.

MJP Associates first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • MJP Associates held 14,806 shares of Coca-Cola worth $1.2M as of Q2 2026.
  • MJP Associates sold 956 Coca-Cola shares in Q2 2026, an estimated $75.5K.
  • Coca-Cola made up 0.13% of MJP Associates's portfolio in Q2 2026, its #75 holding.
  • MJP Associates first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.