MMBG Investment Advisors’s Coca-Cola KO Stock Holding History

MMBG Investment Advisors’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	–	Sell	-2,800	Closed	-$214K	–	181
2026 Q1	$214K	Sell	2,800 -495	-15%	-$37.4K	0.02%	169
2025 Q4	$230K	Buy	+3,295	New	+$230K	0.02%	170
2025 Q3	–	Sell	-4,934	Closed	-$352K	–	182
2025 Q2	$352K	Hold	4,934	–	–	0.04%	151
2025 Q1	$356K	Hold	4,934	–	–	0.04%	142
2024 Q4	$307K	Hold	4,934	–	–	0.03%	148
2024 Q3	$355K	Hold	4,934	–	–	0.04%	139
2024 Q2	$314K	Sell	4,934 -8,850	-64%	-$548K	0.03%	139
2024 Q1	$843K	Sell	13,784 -456	-3%	-$27.4K	0.09%	94
2023 Q4	$839K	Sell	14,240 -10	-0.1%	-$568	0.1%	90
2023 Q3	$798K	Hold	14,250	–	–	0.1%	92
2023 Q2	$862K	Hold	14,250	–	–	0.1%	89
2023 Q1	$884K	Hold	14,250	–	–	0.11%	88
2022 Q4	$906K	Hold	14,250	–	–	0.12%	90
2022 Q3	$798K	Sell	14,250 -5,030	-26%	-$313K	0.11%	91
2022 Q2	$1.21M	Buy	19,280 +8,850	+85%	+$561K	0.15%	82
2022 Q1	$647K	Sell	10,430 -12,205	-54%	-$742K	0.07%	108
2021 Q4	$1.34M	Buy	+22,635	New	+$1.26M	0.13%	83

Other funds holding KO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

MMBG Investment Advisors's KO Position: Q2 2026 in Review

MMBG Investment Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,800 shares — an estimated $214K sold.

MMBG Investment Advisors first reported a position in KO in Q4 2021 and held it in 17 quarters. The position peaked at $1.34M in Q4 2021. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MMBG Investment Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
MMBG Investment Advisors sold 2,800 Coca-Cola shares in Q2 2026, an estimated $214K.
MMBG Investment Advisors first reported a position in Coca-Cola in Q4 2021 and held it in 17 quarters.
MMBG Investment Advisors's Coca-Cola position peaked at $1.34M in Q4 2021.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.