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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMBG Investment Advisors's KO Position: Q1 2026 in Review

MMBG Investment Advisors reduced its Coca-Cola (KO) stake by 15% in Q1 2026, selling an estimated $37.4K and leaving 2,800 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #169.

MMBG Investment Advisors first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

MMBG Investment Advisors held 2,800 shares of Coca-Cola worth $214K as of Q1 2026.
MMBG Investment Advisors sold 495 Coca-Cola shares in Q1 2026, an estimated $37.4K.
Coca-Cola made up 0.02% of MMBG Investment Advisors's portfolio in Q1 2026, its #169 holding.
MMBG Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
MMBG Investment Advisors's Coca-Cola position peaked at $1.34M in Q4 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.