MQS Management’s Coca-Cola KO Stock Holding History

MQS 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
2025 Q4	–	Sell	-10,134	Closed	-$672K	–	539
2025 Q3	$672K	Buy	10,134 +3,601	+55%	+$248K	0.39%	62
2025 Q2	$462K	Buy	+6,533	New	+$465K	0.25%	140
2024 Q4	–	Sell	-16,613	Closed	-$1.19M	–	216
2024 Q3	$1.19M	Buy	+16,613	New	+$1.14M	0.67%	6
2024 Q2	–	Sell	-10,134	Closed	-$620K	–	551
2024 Q1	$620K	Sell	10,134 -9,838	-49%	-$591K	0.36%	74
2023 Q4	$1.18M	Sell	19,972 -7,830	-28%	-$445K	0.65%	6
2023 Q3	$1.56M	Buy	+27,802	New	+$1.67M	0.95%	1
2022 Q4	–	Sell	-24,204	Closed	-$1.36M	–	487
2022 Q3	$1.36M	Buy	+24,204	New	+$1.5M	0.88%	2
2022 Q2	–	Sell	-8,702	Closed	-$540K	–	491
2022 Q1	$540K	Buy	+8,702	New	+$529K	0.44%	55

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MQS Management's KO Position: Q4 2025 in Review

MQS Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 10,134 shares — an estimated $672K sold.

MQS Management first reported a position in KO in Q1 2022 and held it in 8 quarters. The position peaked at $1.56M in Q3 2023. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

MQS Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
MQS Management sold 10,134 Coca-Cola shares in Q4 2025, an estimated $672K.
MQS Management first reported a position in Coca-Cola in Q1 2022 and held it in 8 quarters.
MQS Management's Coca-Cola position peaked at $1.56M in Q3 2023.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on MQS Management's 13F filing for Q4 2025, filed 9 Feb 2026.