MMA Asset Management’s Coca-Cola KO Stock Holding History

MMA Asset Management’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
2025 Q4	–	Sell	-479	Closed	-$31.8K	–	246
2025 Q3	$31.8K	Hold	479	–	–	0.01%	222
2025 Q2	$33.9K	Buy	+479	New	+$34.1K	0.01%	162
2024 Q2	–	Sell	-479	Closed	-$29.3K	–	183
2024 Q1	$29.3K	Buy	+479	New	+$28.8K	0.01%	164

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MMA Asset Management's KO Position: Q4 2025 in Review

MMA Asset Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 479 shares — an estimated $31.8K sold.

MMA Asset Management first reported a position in KO in Q1 2024 and held it in 3 quarters. The position peaked at $33.9K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

MMA Asset Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
MMA Asset Management sold 479 Coca-Cola shares in Q4 2025, an estimated $31.8K.
MMA Asset Management first reported a position in Coca-Cola in Q1 2024 and held it in 3 quarters.
MMA Asset Management's Coca-Cola position peaked at $33.9K in Q2 2025.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.