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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
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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's KO Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Coca-Cola (KO) stake by 358% in Q4 2025, buying an estimated $249K and bringing the position to 4,564 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #68.

Nalls Sherbakoff Group first reported a position in KO in Q4 2018 and has held it in 9 quarters since. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Nalls Sherbakoff Group held 4,564 shares of Coca-Cola worth $319K as of Q4 2025.
  • Nalls Sherbakoff Group bought 3,568 Coca-Cola shares in Q4 2025, an estimated $249K.
  • Coca-Cola made up 0.23% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #68 holding.
  • Nalls Sherbakoff Group first reported a position in Coca-Cola in Q4 2018 and has held it in 9 quarters since.
  • 3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.