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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
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 $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

Mosley Wealth Management's KO Position: Q1 2026 in Review

Mosley Wealth Management reduced its Coca-Cola (KO) stake by 4.7% in Q1 2026, selling an estimated $29.3K and leaving 7,866 shares worth $522K. The position accounts for 0.24% of the portfolio, ranked #90.

Mosley Wealth Management first reported a position in KO in Q4 2025 and has held it in 2 quarters since. The position peaked at $546K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mosley Wealth Management held 7,866 shares of Coca-Cola worth $522K as of Q1 2026.
  • Mosley Wealth Management sold 387 Coca-Cola shares in Q1 2026, an estimated $29.3K.
  • Coca-Cola made up 0.24% of Mosley Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Mosley Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
  • Mosley Wealth Management's Coca-Cola position peaked at $546K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mosley Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.