NSG
KO icon

Nalls Sherbakoff Group’s Coca-Cola KO Stock Holding History

Nalls Sherbakoff 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 		$75.7K Sell
931
-3,567
-79% -$282K 0.05% 151
2026
Q1 		$342K Sell
4,498
-66
-1% -$4.99K 0.25% 65
2025
Q4 		$319K Buy
4,564
+3,568
+358% +$249K 0.23% 68
2025
Q3 		$66.1K Hold
996
– – 0.04% 182
2025
Q2 		$70.5K Buy
996
+1
+0.1% +$71 0.05% 169
2025
Q1 		$71.3K Buy
+995
New +$66.5K 0.06% 157
2023
Q4 		$50.7K Sell
860
-10
-1% -$568 0.05% 162
2023
Q3 		$48.7K Hold
870
– – 0.05% 154
2023
Q2 		$51.9K Hold
870
– – 0.05% 155
2023
Q1 		$53.8K Buy
+870
New +$52.7K 0.05% 156
2018
Q4 		$63K Buy
+1,341
New +$64.2K 0.1% 119

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

Nalls Sherbakoff Group's KO Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Coca-Cola (KO) stake by 79% in Q2 2026, selling an estimated $282K and leaving 931 shares worth $75.7K. The position accounts for 0.05% of the portfolio, ranked #151.

Nalls Sherbakoff Group first reported a position in KO in Q4 2018 and has held it in 11 quarters since. The position peaked at $342K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Nalls Sherbakoff Group held 931 shares of Coca-Cola worth $75.7K as of Q2 2026.
  • Nalls Sherbakoff Group sold 3,567 Coca-Cola shares in Q2 2026, an estimated $282K.
  • Coca-Cola made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #151 holding.
  • Nalls Sherbakoff Group first reported a position in Coca-Cola in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's Coca-Cola position peaked at $342K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.