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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
Q2 		$11.3M Buy
139,129
+27,069
+24% +$2.14M 0.52% 36
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 $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

Money Concepts Capital's KO Position: Q2 2026 in Review

Money Concepts Capital increased its Coca-Cola (KO) stake by 24% in Q2 2026, buying an estimated $2.14M and bringing the position to 139,129 shares worth $11.3M. The position accounts for 0.52% of the portfolio, ranked #36.

Money Concepts Capital first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $32.1M in Q4 2022. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Money Concepts Capital held 139,129 shares of Coca-Cola worth $11.3M as of Q2 2026.
  • Money Concepts Capital bought 27,069 Coca-Cola shares in Q2 2026, an estimated $2.14M.
  • Coca-Cola made up 0.52% of Money Concepts Capital's portfolio in Q2 2026, its #36 holding.
  • Money Concepts Capital first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Coca-Cola position peaked at $32.1M in Q4 2022.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.