N.E.W. Advisory Services’s Coca-Cola KO Stock Holding History

N.E.W. Advisory Services's KO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Coca-Cola (KO) stake by 7.6% in Q2 2026, buying an estimated $61.4K and bringing the position to 10,985 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #112.

N.E.W. Advisory Services first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2020. 2,258 funds tracked by Wall St. Rank hold KO as of Q2 2026.

• N.E.W. Advisory Services held 10,985 shares of Coca-Cola worth $893K as of Q2 2026.
• N.E.W. Advisory Services bought 777 Coca-Cola shares in Q2 2026, an estimated $61.4K.
• Coca-Cola made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #112 holding.
• N.E.W. Advisory Services first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
• N.E.W. Advisory Services's Coca-Cola position peaked at $1.09M in Q4 2020.
• 2,258 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.