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

MPWM Advisory Solutions’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 		$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

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

MPWM Advisory Solutions's KO Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Coca-Cola (KO) stake by 34% in Q1 2026, selling an estimated $30.2K and leaving 764 shares worth $58.1K. The position accounts for 0.03% of the portfolio, ranked #182.

MPWM Advisory Solutions first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $111K in Q1 2025. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MPWM Advisory Solutions held 764 shares of Coca-Cola worth $58.1K as of Q1 2026.
  • MPWM Advisory Solutions sold 400 Coca-Cola shares in Q1 2026, an estimated $30.2K.
  • Coca-Cola made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #182 holding.
  • MPWM Advisory Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • MPWM Advisory Solutions's Coca-Cola position peaked at $111K in Q1 2025.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.