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MSH Capital Advisors’s Coca-Cola KO Stock Holding History

MSH Capital Advisors’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 		$5.59M Buy
73,509
+880
+1% +$66.5K 1.18% 17
2025
Q4 		$5.08M Buy
72,629
+12,195
+20% +$850K 1.08% 17
2025
Q3 		$4.01M Buy
60,434
+710
+1% +$48.9K 1.07% 20
2025
Q2 		$4.23M Buy
59,724
+27
+0% +$1.92K 1.22% 20
2025
Q1 		$4.28M Buy
59,697
+145
+0.2% +$9.68K 1.32% 19
2024
Q4 		$3.71M Sell
59,552
-2
-0% -$131 1.17% 23
2024
Q3 		$4.28M Buy
59,554
+330
+0.6% +$22.6K 1.31% 20
2024
Q2 		$3.77M Buy
59,224
+28
+0% +$1.73K 1.26% 20
2024
Q1 		$3.62M Sell
59,196
-130
-0.2% -$7.81K 1.27% 19
2023
Q4 		$3.5M Sell
59,326
-377
-0.6% -$21.4K 1.31% 18
2023
Q3 		$3.34M Buy
59,703
+1,810
+3% +$109K 1.31% 16
2023
Q2 		$3.49M Buy
57,893
+46,898
+427% +$2.92M 1.28% 17
2023
Q1 		$682K Sell
10,995
-252
-2% -$15.3K 0.29% 97
2022
Q4 		$715K Buy
11,247
+21
+0.2% +$1.27K 0.32% 92
2022
Q3 		$629K Buy
11,226
+368
+3% +$22.9K 0.31% 92
2022
Q2 		$683K Buy
10,858
+377
+4% +$23.9K 0.32% 90
2022
Q1 		$650K Buy
10,481
+1,010
+11% +$61.4K 0.27% 97
2021
Q4 		$561K Buy
+9,471
New +$527K 0.25% 95

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

MSH Capital Advisors's KO Position: Q1 2026 in Review

MSH Capital Advisors increased its Coca-Cola (KO) stake by 1.2% in Q1 2026, buying an estimated $66.5K and bringing the position to 73,509 shares worth $5.59M. The position accounts for 1.18% of the portfolio, ranked #17.

MSH Capital Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MSH Capital Advisors held 73,509 shares of Coca-Cola worth $5.59M as of Q1 2026.
  • MSH Capital Advisors bought 880 Coca-Cola shares in Q1 2026, an estimated $66.5K.
  • Coca-Cola made up 1.18% of MSH Capital Advisors's portfolio in Q1 2026, its #17 holding.
  • MSH Capital Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.