Mustico Financial Group’s Coca-Cola KO Stock Holding History

Mustico Financial 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 Q2	$342K	Buy	2,671 +7	+0.3%	+$553	0.22%	35
2026 Q1	$298K	Buy	+2,664	New	+$201K	0.21%	37

Other funds holding KO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

Mustico Financial Group's KO Position: Q2 2026 in Review

Mustico Financial Group increased its Coca-Cola (KO) stake by 0.26% in Q2 2026, buying an estimated $553 and bringing the position to 2,671 shares worth $342K. The position accounts for 0.22% of the portfolio, ranked #35.

Mustico Financial Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mustico Financial Group held 2,671 shares of Coca-Cola worth $342K as of Q2 2026.
Mustico Financial Group bought 7 Coca-Cola shares in Q2 2026, an estimated $553.
Coca-Cola made up 0.22% of Mustico Financial Group's portfolio in Q2 2026, its #35 holding.
Mustico Financial Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.