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Nadler Financial Group’s Coca-Cola KO Stock Holding History

Nadler Financial Group’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 		$474K Sell
5,827
-802
-12% -$63.3K 0.04% 92
2026
Q1 		$504K Sell
6,629
-1,357
-17% -$103K 0.05% 77
2025
Q4 		$558K Sell
7,986
-582
-7% -$40.6K 0.05% 72
2025
Q3 		$568K Sell
8,568
-168
-2% -$11.6K 0.05% 74
2025
Q2 		$618K Sell
8,736
-1,100
-11% -$78.4K 0.06% 66
2025
Q1 		$704K Buy
9,836
+728
+8% +$48.6K 0.08% 57
2024
Q4 		$567K Hold
9,108
– – 0.06% 65
2024
Q3 		$655K Hold
9,108
– – 0.07% 58
2024
Q2 		$580K Sell
9,108
-39
-0.4% -$2.41K 0.07% 58
2024
Q1 		$560K Buy
9,147
+1,038
+13% +$62.4K 0.07% 60
2023
Q4 		$478K Sell
8,109
-232
-3% -$13.2K 0.06% 61
2023
Q3 		$467K Hold
8,341
– – 0.07% 58
2023
Q2 		$502K Sell
8,341
-50
-0.6% -$3.11K 0.07% 58
2023
Q1 		$520K Hold
8,391
– – 0.08% 61
2022
Q4 		$534K Sell
8,391
-115
-1% -$6.94K 0.09% 60
2022
Q3 		$477K Sell
8,506
-244
-3% -$15.2K 0.09% 61
2022
Q2 		$550K Buy
8,750
+56
+0.6% +$3.55K 0.1% 58
2022
Q1 		$539K Sell
8,694
-1,136
-12% -$69.1K 0.08% 62
2021
Q4 		$582K Buy
9,830
+201
+2% +$11.2K 0.09% 65
2021
Q3 		$505K Sell
9,629
-1,114
-10% -$62.1K 0.08% 69
2021
Q2 		$581K Sell
10,743
-50
-0.5% -$2.72K 0.1% 66
2021
Q1 		$569K Hold
10,793
– – 0.1% 65
2020
Q4 		$592K Sell
10,793
-600
-5% -$31K 0.11% 62
2020
Q3 		$562K Buy
11,393
+3,956
+53% +$190K 0.12% 59
2020
Q2 		$332K Buy
7,437
+9
+0.1% +$415 0.08% 71
2020
Q1 		$329K Buy
7,428
+100
+1% +$5.4K 0.1% 60
2019
Q4 		$406K Buy
7,328
+13
+0.2% +$699 0.1% 59
2019
Q3 		$398K Buy
7,315
+7
+0.1% +$375 0.11% 54
2019
Q2 		$372K Buy
7,308
+175
+2% +$8.58K 0.11% 58
2019
Q1 		$334K Sell
7,133
-252
-3% -$11.8K 0.11% 60
2018
Q4 		$350K Buy
7,385
+866
+13% +$41.4K 0.11% 56
2018
Q3 		$301K Sell
6,519
-92
-1% -$4.2K 0.08% 68
2018
Q2 		$290K Buy
6,611
+876
+15% +$37.8K 0.08% 68
2018
Q1 		$249K Sell
5,735
-1,411
-20% -$63.4K 0.08% 71
2017
Q4 		$328K Buy
7,146
+23
+0.3% +$1.06K 0.1% 67
2017
Q3 		$321K Buy
7,123
+12
+0.2% +$546 0.11% 62
2017
Q2 		$319K Sell
7,111
-188
-3% -$8.31K 0.11% 59
2017
Q1 		$310K Sell
7,299
-1,324
-15% -$55.2K 0.11% 61
2016
Q4 		$358K Sell
8,623
-475
-5% -$19.8K 0.13% 60
2016
Q3 		$385K Buy
9,098
+11
+0.1% +$482 0.15% 53
2016
Q2 		$412K Sell
9,087
-314
-3% -$14.2K 0.17% 50
2016
Q1 		$436K Sell
9,401
-50
-0.5% -$2.18K 0.19% 49
2015
Q4 		$406K Sell
9,451
-171
-2% -$7.26K 0.18% 48
2015
Q3 		$386K Sell
9,622
-1,270
-12% -$50.9K 0.19% 49
2015
Q2 		$427K Sell
10,892
-825
-7% -$33.6K 0.2% 46
2015
Q1 		$475K Buy
11,717
+100
+0.9% +$4.18K 0.23% 42
2014
Q4 		$490K Buy
11,617
+26
+0.2% +$1.11K 0.25% 43
2014
Q3 		$494K Sell
11,591
-282
-2% -$11.7K 0.3% 37
2014
Q2 		$503K Sell
11,873
-545
-4% -$22.1K 0.32% 32
2014
Q1 		$480K Sell
12,418
-470
-4% -$18.2K 0.32% 35
2013
Q4 		$532K Buy
12,888
+70
+0.5% +$2.76K 0.34% 31
2013
Q3 		$486K Sell
12,818
-1,203
-9% -$47.6K 0.35% 38
2013
Q2 		$562K Buy
+14,021
New +$580K 0.4% 38

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nadler Financial Group's KO Position: Q2 2026 in Review

Nadler Financial Group reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $63.3K and leaving 5,827 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #92.

Nadler Financial Group first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $704K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Nadler Financial Group held 5,827 shares of Coca-Cola worth $474K as of Q2 2026.
  • Nadler Financial Group sold 802 Coca-Cola shares in Q2 2026, an estimated $63.3K.
  • Coca-Cola made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #92 holding.
  • Nadler Financial Group first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's Coca-Cola position peaked at $704K in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.