MV Capital Management’s Coca-Cola KO Stock Holding History

MV Capital 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	$992K	Sell	13,048 -155	-1%	-$11.7K	0.1%	94
2025 Q4	$923K	Sell	13,203 -93	-0.7%	-$6.48K	0.09%	101
2025 Q3	$882K	Sell	13,296 -57	-0.4%	-$3.92K	0.08%	101
2025 Q2	$945K	Sell	13,353 -42	-0.3%	-$2.99K	0.1%	96
2025 Q1	$959K	Sell	13,395 -1,452	-10%	-$97K	0.1%	96
2024 Q4	$924K	Buy	14,847 +5	+0%	+$326	0.1%	95
2024 Q3	$1.07M	Sell	14,842 -688	-4%	-$47.1K	0.11%	93
2024 Q2	$988K	Buy	15,530 +72	+0.5%	+$4.46K	0.11%	91
2024 Q1	$946K	Sell	15,458 -554	-3%	-$33.3K	0.11%	91
2023 Q4	$944K	Buy	16,012 +103	+0.6%	+$5.85K	0.12%	86
2023 Q3	$891K	Sell	15,909 -375	-2%	-$22.5K	0.12%	85
2023 Q2	$981K	Sell	16,284 -243	-1%	-$15.1K	0.13%	80
2023 Q1	$1.03M	Buy	16,527 +2,232	+16%	+$135K	0.14%	77
2022 Q4	$909K	Sell	14,295 -80	-0.6%	-$4.83K	0.14%	77
2022 Q3	$805K	Buy	14,375 +384	+3%	+$23.9K	0.14%	79
2022 Q2	$880K	Buy	13,991 +1,172	+9%	+$74.3K	0.15%	79
2022 Q1	$795K	Buy	12,819 +802	+7%	+$48.8K	0.12%	89
2021 Q4	$712K	Buy	12,017 +1,328	+12%	+$73.9K	0.1%	86
2021 Q3	$561K	Buy	10,689 +456	+4%	+$25.4K	0.09%	93
2021 Q2	$554K	Buy	10,233 +2,892	+39%	+$157K	0.09%	90
2021 Q1	$387K	Sell	7,341 -720	-9%	-$36.2K	0.07%	93
2020 Q4	$442K	Buy	8,061 +4,400	+120%	+$228K	0.08%	86
2020 Q3	$181K	Hold	3,661	–	–	0.04%	101
2020 Q2	$164K	Buy	3,661 +802	+28%	+$36.9K	0.04%	101
2020 Q1	$127K	Hold	2,859	–	–	0.03%	109
2019 Q4	$158K	Sell	2,859 -79	-3%	-$4.25K	0.03%	116
2019 Q3	$160K	Buy	2,938 +84	+3%	+$4.5K	0.04%	116
2019 Q2	$145K	Hold	2,854	–	–	0.03%	116
2019 Q1	$134K	Hold	2,854	–	–	0.03%	118
2018 Q4	$135K	Hold	2,854	–	–	0.04%	112
2018 Q3	$132K	Hold	2,854	–	–	0.03%	116
2018 Q2	$125K	Hold	2,854	–	–	0.03%	122
2018 Q1	$124K	Hold	2,854	–	–	0.03%	118
2017 Q4	$131K	Hold	2,854	–	–	0.04%	125
2017 Q3	$128K	Hold	2,854	–	–	0.04%	122
2017 Q2	$128K	Sell	2,854 -400	-12%	-$17.7K	0.04%	122
2017 Q1	$138K	Hold	3,254	–	–	0.04%	116
2016 Q4	$135K	Hold	3,254	–	–	0.05%	110
2016 Q3	$138K	Hold	3,254	–	–	0.05%	107
2016 Q2	$148K	Hold	3,254	–	–	0.05%	109
2016 Q1	$151K	Hold	3,254	–	–	0.06%	106
2015 Q4	$140K	Hold	3,254	–	–	0.06%	112
2015 Q3	$131K	Hold	3,254	–	–	0.06%	100
2015 Q2	$128K	Sell	3,254 -400	-11%	-$16.3K	0.05%	111
2015 Q1	$148K	Buy	3,654 +400	+12%	+$16.7K	0.06%	88
2014 Q4	$137K	Buy	+3,254	New	+$139K	0.06%	89

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MV Capital Management's KO Position: Q1 2026 in Review

MV Capital Management reduced its Coca-Cola (KO) stake by 1.2% in Q1 2026, selling an estimated $11.7K and leaving 13,048 shares worth $992K. The position accounts for 0.1% of the portfolio, ranked #94.

MV Capital Management first reported a position in KO in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.07M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

MV Capital Management held 13,048 shares of Coca-Cola worth $992K as of Q1 2026.
MV Capital Management sold 155 Coca-Cola shares in Q1 2026, an estimated $11.7K.
Coca-Cola made up 0.1% of MV Capital Management's portfolio in Q1 2026, its #94 holding.
MV Capital Management first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's Coca-Cola position peaked at $1.07M in Q3 2024.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.