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Old Mission Investment Co’s Coca-Cola KO Stock Holding History

Old Mission Investment Co’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 		$531K Buy
6,495
+90
+1% +$7.11K 0.11% 79
2026
Q1 		$490K Buy
6,405
+503
+9% +$38K 0.11% 82
2025
Q4 		$413K Buy
5,902
+1,043
+21% +$72.7K 0.1% 83
2025
Q3 		$325K Sell
4,859
-674
-12% -$46.4K 0.08% 99
2025
Q2 		$391K Buy
5,533
+1,370
+33% +$97.6K 0.11% 96
2025
Q1 		$298K Buy
4,163
+153
+4% +$10.2K 0.09% 105
2024
Q4 		$250K Buy
4,010
+24
+0.6% +$1.57K 0.07% 112
2024
Q3 		$286K Buy
3,986
+179
+5% +$12.3K 0.09% 102
2024
Q2 		$242K Sell
3,807
-303
-7% -$18.8K 0.08% 108
2024
Q1 		$251K Buy
4,110
+24
+0.6% +$1.44K 0.08% 107
2023
Q4 		$241K Sell
4,086
-35
-0.8% -$1.99K 0.08% 107
2023
Q3 		$231K Buy
4,121
+63
+2% +$3.78K 0.09% 105
2023
Q2 		$244K Sell
4,058
-7
-0.2% -$435 0.09% 99
2023
Q1 		$252K Buy
4,065
+20
+0.5% +$1.21K 0.1% 96
2022
Q4 		$257K Buy
4,045
+466
+13% +$28.1K 0.11% 95
2022
Q3 		$200K Sell
3,579
-116
-3% -$7.21K 0.09% 104
2022
Q2 		$232K Buy
3,695
+14
+0.4% +$887 0.1% 94
2022
Q1 		$228K Sell
3,681
-121
-3% -$7.36K 0.09% 104
2021
Q4 		$225K Buy
+3,802
New +$212K 0.08% 107

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Old Mission Investment Co's KO Position: Q2 2026 in Review

Old Mission Investment Co increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $7.11K and bringing the position to 6,495 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #79.

Old Mission Investment Co first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Old Mission Investment Co held 6,495 shares of Coca-Cola worth $531K as of Q2 2026.
  • Old Mission Investment Co bought 90 Coca-Cola shares in Q2 2026, an estimated $7.11K.
  • Coca-Cola made up 0.11% of Old Mission Investment Co's portfolio in Q2 2026, its #79 holding.
  • Old Mission Investment Co first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.