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Naples Global Advisors’s Coca-Cola KO Stock Holding History

Naples Global Advisors’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
Q1 		$3.91M Buy
51,013
+20,778
+69% +$1.57M 0.29% 95
2025
Q4 		$2.11M Buy
30,235
+426
+1% +$29.7K 0.16% 155
2025
Q3 		$1.99M Buy
29,809
+2,330
+8% +$160K 0.16% 160
2025
Q2 		$1.96M Buy
27,479
+1,305
+5% +$93K 0.17% 155
2025
Q1 		$1.89M Sell
26,174
-877
-3% -$58.6K 0.18% 153
2024
Q4 		$1.68M Buy
27,051
+304
+1% +$19.8K 0.16% 168
2024
Q3 		$1.93M Buy
26,747
+344
+1% +$23.6K 0.18% 151
2024
Q2 		$1.69M Buy
26,403
+250
+1% +$15.5K 0.17% 160
2024
Q1 		$1.61M Sell
26,153
-160
-0.6% -$9.61K 0.17% 167
2023
Q4 		$1.55M Buy
26,313
+90
+0.3% +$5.11K 0.17% 165
2023
Q3 		$1.48M Buy
26,223
+2,303
+10% +$138K 0.18% 160
2023
Q2 		$1.45M Buy
23,920
+732
+3% +$45.5K 0.17% 166
2023
Q1 		$1.45M Buy
23,188
+165
+0.7% +$9.99K 0.18% 163
2022
Q4 		$1.46M Buy
23,023
+1,044
+5% +$63K 0.19% 169
2022
Q3 		$1.24M Buy
21,979
+1,857
+9% +$115K 0.17% 172
2022
Q2 		$1.27M Buy
20,122
+3,134
+18% +$199K 0.17% 175
2022
Q1 		$1.05M Buy
16,988
+1,565
+10% +$95.2K 0.12% 197
2021
Q4 		$913K Buy
15,423
+958
+7% +$53.3K 0.11% 214
2021
Q3 		$759K Buy
14,465
+741
+5% +$41.3K 0.1% 229
2021
Q2 		$743K Buy
13,724
+2,157
+19% +$117K 0.1% 225
2021
Q1 		$610K Buy
11,567
+1,098
+10% +$55.3K 0.09% 236
2020
Q4 		$574K Buy
10,469
+1,711
+20% +$88.5K 0.1% 226
2020
Q3 		$432K Buy
8,758
+1,292
+17% +$62.1K 0.08% 238
2020
Q2 		$334K Buy
7,466
+2,420
+48% +$111K 0.07% 262
2020
Q1 		$223K Sell
5,046
-212
-4% -$11.4K 0.06% 285
2019
Q4 		$291K Buy
5,258
+739
+16% +$39.7K 0.06% 278
2019
Q3 		$246K Buy
4,519
+180
+4% +$9.64K 0.06% 283
2019
Q2 		$221K Hold
4,339
– – 0.05% 294
2019
Q1 		$203K Sell
4,339
-72
-2% -$3.37K 0.05% 290
2018
Q4 		$208K Buy
+4,411
New +$211K 0.06% 279
2018
Q2 		– Sell
-20,665
Closed -$897K – 297
2018
Q1 		$897K Sell
20,665
-1,098
-5% -$49.3K 0.27% 130
2017
Q4 		$999K Buy
21,763
+1,391
+7% +$63.9K 0.3% 116
2017
Q3 		$917K Buy
20,372
+400
+2% +$18.2K 0.31% 119
2017
Q2 		$896K Hold
19,972
– – 0.32% 121
2017
Q1 		$848K Sell
19,972
-200
-1% -$8.34K 0.3% 126
2016
Q4 		$836K Sell
20,172
-760
-4% -$31.6K 0.33% 115
2016
Q3 		$886K Hold
20,932
– – 0.35% 114
2016
Q2 		$949K Sell
20,932
-50
-0.2% -$2.26K 0.39% 96
2016
Q1 		$973K Sell
20,982
-31
-0.1% -$1.35K 0.41% 95
2015
Q4 		$903K Buy
21,013
+653
+3% +$27.7K 0.44% 95
2015
Q3 		$817K Sell
20,360
-3,592
-15% -$144K 0.42% 95
2015
Q2 		$940K Buy
23,952
+4,011
+20% +$163K 0.45% 88
2015
Q1 		$809K Buy
19,941
+319
+2% +$13.3K 0.38% 109
2014
Q4 		$828K Buy
19,622
+1,213
+7% +$51.8K 0.44% 98
2014
Q3 		$785K Buy
18,409
+838
+5% +$34.6K 0.46% 95
2014
Q2 		$744K Hold
17,571
– – 0.44% 88
2014
Q1 		$679K Buy
17,571
+300
+2% +$11.6K 0.42% 94
2013
Q4 		$713K Buy
+17,271
New +$681K 0.48% 80

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Naples Global Advisors's KO Position: Q1 2026 in Review

Naples Global Advisors increased its Coca-Cola (KO) stake by 69% in Q1 2026, buying an estimated $1.57M and bringing the position to 51,013 shares worth $3.91M. The position accounts for 0.29% of the portfolio, ranked #95.

Naples Global Advisors first reported a position in KO in Q4 2013 and has held it in 48 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Naples Global Advisors held 51,013 shares of Coca-Cola worth $3.91M as of Q1 2026.
  • Naples Global Advisors bought 20,778 Coca-Cola shares in Q1 2026, an estimated $1.57M.
  • Coca-Cola made up 0.29% of Naples Global Advisors's portfolio in Q1 2026, its #95 holding.
  • Naples Global Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 48 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.