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Mosley Wealth Management’s Coca-Cola KO Stock Holding History

Mosley Wealth Management’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 		$112K Sell
1,384
-6,482
-82% -$512K 0.04% 189
2026
Q1 		$522K Sell
7,866
-387
-5% -$29.3K 0.24% 90
2025
Q4 		$546K Buy
+8,253
New +$575K 0.25% 92

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

Mosley Wealth Management's KO Position: Q2 2026 in Review

Mosley Wealth Management reduced its Coca-Cola (KO) stake by 82% in Q2 2026, selling an estimated $512K and leaving 1,384 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #189.

Mosley Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $546K in Q4 2025. 3,645 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mosley Wealth Management held 1,384 shares of Coca-Cola worth $112K as of Q2 2026.
  • Mosley Wealth Management sold 6,482 Coca-Cola shares in Q2 2026, an estimated $512K.
  • Coca-Cola made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Mosley Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's Coca-Cola position peaked at $546K in Q4 2025.
  • 3,645 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.