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Mosaic Financial Group’s Coca-Cola KO Stock Holding History

Mosaic Financial Group’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 		$442K Buy
5,444
+1,213
+29% +$95.8K 0.28% 80
2026
Q1 		$322K Buy
4,231
+20
+0.5% +$1.51K 0.23% 93
2025
Q4 		$294K Buy
4,211
+11
+0.3% +$767 0.2% 100
2025
Q3 		$279K Hold
4,200
– – 0.2% 97
2025
Q2 		$297K Hold
4,200
– – 0.23% 94
2025
Q1 		$301K Sell
4,200
-4,200
-50% -$280K 0.24% 87
2024
Q4 		$523K Hold
8,400
– – 0.38% 58
2024
Q3 		$604K Hold
8,400
– – 0.43% 54
2024
Q2 		$535K Buy
8,400
+4,200
+100% +$260K 0.38% 58
2024
Q1 		$257K Buy
+4,200
New +$252K 0.21% 97

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

Mosaic Financial Group's KO Position: Q2 2026 in Review

Mosaic Financial Group increased its Coca-Cola (KO) stake by 29% in Q2 2026, buying an estimated $95.8K and bringing the position to 5,444 shares worth $442K. The position accounts for 0.28% of the portfolio, ranked #80.

Mosaic Financial Group first reported a position in KO in Q1 2024 and has held it in 10 quarters since. The position peaked at $604K in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mosaic Financial Group held 5,444 shares of Coca-Cola worth $442K as of Q2 2026.
  • Mosaic Financial Group bought 1,213 Coca-Cola shares in Q2 2026, an estimated $95.8K.
  • Coca-Cola made up 0.28% of Mosaic Financial Group's portfolio in Q2 2026, its #80 holding.
  • Mosaic Financial Group first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Coca-Cola position peaked at $604K in Q3 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.