MIM
KO icon

MTM Investment Management’s Coca-Cola KO Stock Holding History

MTM Investment 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
2026
Q1 		$3.78M Sell
49,696
-50
-0.1% -$3.78K 1.2% 19
2025
Q4 		$3.48M Sell
49,746
-397
-0.8% -$27.7K 1.11% 18
2025
Q3 		$3.33M Buy
50,143
+2
+0% +$138 1.06% 19
2025
Q2 		$3.55M Sell
50,141
-471
-0.9% -$33.6K 1.19% 18
2025
Q1 		$3.64M Buy
50,612
+144
+0.3% +$9.62K 1.41% 16
2024
Q4 		$3.14M Sell
50,468
-4,664
-8% -$304K 1.21% 19
2024
Q3 		$3.87M Sell
55,132
-1,538
-3% -$105K 1.51% 14
2024
Q2 		$3.61M Sell
56,670
-3,987
-7% -$247K 1.48% 13
2024
Q1 		$3.71M Buy
60,657
+63
+0.1% +$3.78K 1.53% 13
2023
Q4 		$3.57M Buy
60,594
+2
+0% +$114 1.63% 13
2023
Q3 		$3.39M Sell
60,592
-375
-0.6% -$22.5K 1.71% 11
2023
Q2 		$3.67M Buy
60,967
+1
+0% +$62 1.79% 11
2023
Q1 		$3.78M Buy
60,966
+100
+0.2% +$6.05K 1.94% 10
2022
Q4 		$3.87M Sell
60,866
-11,174
-16% -$675K 2.01% 10
2022
Q3 		$4.04M Hold
72,040
– – 2.29% 5
2022
Q2 		$4.64M Sell
72,040
-75
-0.1% -$4.75K 2.51% 4
2022
Q1 		$4.47M Sell
72,115
-90
-0.1% -$5.47K 2.16% 4
2021
Q4 		$4.28M Sell
72,205
-148
-0.2% -$8.24K 2.03% 6
2021
Q3 		$3.8M Buy
72,353
+26
+0% +$1.45K 2.06% 6
2021
Q2 		$3.91M Buy
72,327
+1
+0% +$54 2.05% 6
2021
Q1 		$3.81M Buy
72,326
+844
+1% +$42.5K 2.15% 6
2020
Q4 		$3.92M Buy
+71,482
New +$3.7M 2.42% 6

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

MTM Investment Management's KO Position: Q1 2026 in Review

MTM Investment Management reduced its Coca-Cola (KO) stake by 0.1% in Q1 2026, selling an estimated $3.78K and leaving 49,696 shares worth $3.78M. The position accounts for 1.2% of the portfolio, ranked #19.

MTM Investment Management first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.64M in Q2 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • MTM Investment Management held 49,696 shares of Coca-Cola worth $3.78M as of Q1 2026.
  • MTM Investment Management sold 50 Coca-Cola shares in Q1 2026, an estimated $3.78K.
  • Coca-Cola made up 1.2% of MTM Investment Management's portfolio in Q1 2026, its #19 holding.
  • MTM Investment Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • MTM Investment Management's Coca-Cola position peaked at $4.64M in Q2 2022.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.