Massachusetts Wealth Management / KO
Massachusetts Wealth Management’s Coca Cola Co Position
Does Massachusetts Wealth Management own Coca Cola Co (KO)? Yes — 35.7K shares worth $3M (+1.18% of its 13F portfolio) as of Q1 2026, up from 35.5K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
35.7K
% of Portfolio
+1.18%
Quarters Held
14
currently held
Position History KO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 35.7K | $3M | +1.18% |
| Q4 2025 | 35.5K | $2M | +1.16% |
| Q3 2025 | 35.3K | $2M | +1.16% |
| Q2 2025 | 35.1K | $2M | +1.40% |
| Q1 2025 | 34.7K | $2M | +1.70% |
| Q4 2024 | 34.8K | $2M | +1.34% |
| Q3 2024 | 34.6K | $2M | +1.57% |
| Q2 2024 | 32.7K | $2M | +1.40% |
| Q1 2024 | 32.3K | $2M | +1.39% |
| Q4 2023 | 31.1K | $2M | +1.48% |
| Q3 2023 | 30.7K | $2M | +1.58% |
| Q2 2023 | 30.0K | $2M | +1.73% |
| Q1 2023 | 29.2K | $2M | +1.87% |
| Q4 2022 | 30.9K | $2M | +1.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of KO.