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William Mack & Associates’s Coca-Cola KO Stock Holding History

William Mack & Associates’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 		$254K Buy
+3,124
New +$247K 0.09% 94
2026
Q1 		– Sell
-3,404
Closed -$238K – 83
2025
Q4 		$238K Buy
3,404
+18
+0.5% +$1.25K 0.11% 73
2025
Q3 		$225K Buy
3,386
+1
+0% +$69 0.12% 77
2025
Q2 		$239K Hold
3,385
– – 0.15% 71
2025
Q1 		$242K Hold
3,385
– – 0.21% 60
2024
Q4 		$211K Buy
+3,385
New +$221K 0.22% 62

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 $3.37T AUM 44.26% 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

William Mack & Associates's KO Position: Q2 2026 in Review

William Mack & Associates opened a new position in Coca-Cola (KO) in Q2 2026: 3,124 shares worth $254K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in KO as recently as Q4 2025.

William Mack & Associates first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • William Mack & Associates held 3,124 shares of Coca-Cola worth $254K as of Q2 2026.
  • Coca-Cola was a new William Mack & Associates position in Q2 2026.
  • Coca-Cola made up 0.09% of William Mack & Associates's portfolio in Q2 2026, its #94 holding.
  • William Mack & Associates first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.