MRA Advisory Group’s Coca-Cola KO Stock Holding History

MRA Advisory Group’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 Q3	$527K	Sell	6,123 -12,857	-68%	-$1.12M	0.2%	77
2026 Q2	$1.54M	Buy	18,980 +14,990	+376%	+$1.18M	0.56%	43
2026 Q1	$303K	Buy	3,990 +42	+1%	+$3.18K	0.12%	101
2025 Q4	$276K	Sell	3,948 -1,658	-30%	-$116K	0.12%	102
2025 Q3	$372K	Buy	5,606 +404	+8%	+$27.8K	0.16%	82
2025 Q2	$368K	Sell	5,202 -1,097	-17%	-$78.1K	0.17%	86
2025 Q1	$451K	Buy	6,299 +1,253	+25%	+$83.7K	0.24%	60
2024 Q4	$314K	Buy	5,046 +108	+2%	+$7.05K	0.17%	74
2024 Q3	$355K	Buy	4,938 +547	+12%	+$37.5K	0.19%	64
2024 Q2	$279K	Sell	4,391 -38	-0.9%	-$2.35K	0.16%	76
2024 Q1	$271K	Sell	4,429 -851	-16%	-$51.1K	0.16%	76
2023 Q4	$311K	Buy	5,280 +975	+23%	+$55.4K	0.21%	61
2023 Q3	$241K	Sell	4,305 -1,601	-27%	-$96K	0.17%	99
2023 Q2	$356K	Buy	5,906 +302	+5%	+$18.8K	0.24%	68
2023 Q1	$348K	Buy	5,604 +1,742	+45%	+$105K	0.25%	67
2022 Q4	$246K	Buy	+3,862	New	+$233K	0.19%	87

Other funds holding KO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

MRA Advisory Group's KO Position: Q3 2026 in Review

MRA Advisory Group reduced its Coca-Cola (KO) stake by 68% in Q3 2026, selling an estimated $1.12M and leaving 6,123 shares worth $527K. The position accounts for 0.2% of the portfolio, ranked #77.

MRA Advisory Group first reported a position in KO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2026. 2,802 funds tracked by Wall St. Rank hold KO as of Q3 2026.

MRA Advisory Group held 6,123 shares of Coca-Cola worth $527K as of Q3 2026.
MRA Advisory Group sold 12,857 Coca-Cola shares in Q3 2026, an estimated $1.12M.
Coca-Cola made up 0.2% of MRA Advisory Group's portfolio in Q3 2026, its #77 holding.
MRA Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
MRA Advisory Group's Coca-Cola position peaked at $1.54M in Q2 2026.
2,802 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.