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Mosaic Family Wealth Partners’s Coca-Cola KO Stock Holding History

Mosaic Family Wealth Partners’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 		$843K Buy
11,089
+950
+9% +$71.8K 0.09% 126
2025
Q4 		$709K Buy
10,139
+25
+0.2% +$1.74K 0.08% 120
2025
Q3 		$668K Buy
10,114
+543
+6% +$37.4K 0.08% 118
2025
Q2 		$677K Sell
9,571
-399
-4% -$28.4K 0.09% 109
2025
Q1 		$714K Sell
9,970
-1,239
-11% -$82.7K 0.1% 106
2024
Q4 		$698K Buy
11,209
+1,170
+12% +$76.4K 0.1% 99
2024
Q3 		$721K Buy
10,039
+58
+0.6% +$3.97K 0.11% 94
2024
Q2 		$635K Sell
9,981
-115
-1% -$7.12K 0.1% 101
2024
Q1 		$618K Sell
10,096
-191
-2% -$11.5K 0.1% 107
2023
Q4 		$606K Buy
10,287
+300
+3% +$17K 0.1% 98
2023
Q3 		$559K Buy
9,987
+19
+0.2% +$1.14K 0.11% 97
2023
Q2 		$600K Sell
9,968
-8
-0.1% -$498 0.12% 93
2023
Q1 		$619K Buy
9,976
+9
+0.1% +$545 0.13% 93
2022
Q4 		$634K Buy
+9,967
New +$602K 0.18% 85

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

Mosaic Family Wealth Partners's KO Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Coca-Cola (KO) stake by 9.4% in Q1 2026, buying an estimated $71.8K and bringing the position to 11,089 shares worth $843K. The position accounts for 0.09% of the portfolio, ranked #126.

Mosaic Family Wealth Partners first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mosaic Family Wealth Partners held 11,089 shares of Coca-Cola worth $843K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 950 Coca-Cola shares in Q1 2026, an estimated $71.8K.
  • Coca-Cola made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Mosaic Family Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.