MCC
KO icon

Money Concepts Capital’s Coca-Cola KO Stock Holding History

Money Concepts Capital’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 		$8.52M Buy
112,060
+5,197
+5% +$393K 0.47% 45
2025
Q4 		$7.47M Buy
106,863
+4,513
+4% +$315K 0.42% 48
2025
Q3 		$6.79M Buy
102,350
+4,611
+5% +$317K 0.42% 47
2025
Q2 		$6.92M Buy
97,739
+607
+0.6% +$43.2K 0.46% 45
2025
Q1 		$6.96M Buy
97,132
+4,555
+5% +$304K 0.52% 43
2024
Q4 		$5.76M Buy
92,577
+1,656
+2% +$108K 0.43% 52
2024
Q3 		$6.53M Buy
90,921
+316
+0.3% +$21.6K 0.5% 46
2024
Q2 		$5.77M Buy
90,605
+494
+0.5% +$30.6K 0.48% 49
2024
Q1 		$5.51M Buy
90,111
+442
+0.5% +$26.6K 0.51% 51
2023
Q4 		$5.28M Sell
89,669
-590
-0.7% -$33.5K 0.49% 60
2023
Q3 		$5.05M Buy
90,259
+1,501
+2% +$90K 0.53% 58
2023
Q2 		$5.34M Sell
88,758
-384,550
-81% -$23.9M 0.54% 55
2023
Q1 		$29.5M Sell
473,308
-31,905
-6% -$1.93M 1.64% 16
2022
Q4 		$32.1M Buy
505,213
+58,360
+13% +$3.52M 1.44% 15
2022
Q3 		$25M Buy
446,853
+341,588
+325% +$21.2M 1.48% 14
2022
Q2 		$6.78M Sell
105,265
-33,460
-24% -$2.12M 0.6% 33
2022
Q1 		$8.6M Buy
138,725
+49,425
+55% +$3.01M 0.48% 41
2021
Q4 		$5.29M Buy
+89,300
New +$4.97M 0.45% 51
2021
Q1 		$4.46M Buy
84,553
+3,903
+5% +$196K 0.36% 71
2020
Q4 		$4.42M Buy
+80,650
New +$4.17M 0.41% 65

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

Money Concepts Capital's KO Position: Q1 2026 in Review

Money Concepts Capital increased its Coca-Cola (KO) stake by 4.9% in Q1 2026, buying an estimated $393K and bringing the position to 112,060 shares worth $8.52M. The position accounts for 0.47% of the portfolio, ranked #45.

Money Concepts Capital first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $32.1M in Q4 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Money Concepts Capital held 112,060 shares of Coca-Cola worth $8.52M as of Q1 2026.
  • Money Concepts Capital bought 5,197 Coca-Cola shares in Q1 2026, an estimated $393K.
  • Coca-Cola made up 0.47% of Money Concepts Capital's portfolio in Q1 2026, its #45 holding.
  • Money Concepts Capital first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Coca-Cola position peaked at $32.1M in Q4 2022.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.