MPWM Advisory Solutions’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$62.2K Buy
765
+1
+0.1% +$79 0.03% 185
2026
Q1
$58.1K Sell
764
-400
-34% -$30.2K 0.03% 182
2025
Q4
$81.4K Buy
1,164
+1
+0.1% +$70 0.05% 141
2025
Q3
$77.1K Buy
+1,163
New +$80K 0.05% 133
2025
Q2
– Sell
-1,547
Closed -$110K – 127
2025
Q1
$111K Hold
1,547
– – 0.08% 91
2024
Q4
$96.3K Buy
+1,547
New +$101K 0.07% 105

Other funds holding KO

MPWM Advisory Solutions's KO Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Coca-Cola (KO) stake by 0.13% in Q2 2026, buying an estimated $79 and bringing the position to 765 shares worth $62.2K. The position accounts for 0.03% of the portfolio, ranked #185.

MPWM Advisory Solutions first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $111K in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • MPWM Advisory Solutions held 765 shares of Coca-Cola worth $62.2K as of Q2 2026.
  • MPWM Advisory Solutions bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #185 holding.
  • MPWM Advisory Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Coca-Cola position peaked at $111K in Q1 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.