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

Nations 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 		$1.53M Sell
18,838
-417
-2% -$32.9K 0.07% 274
2026
Q1 		$1.46M Buy
19,255
+897
+5% +$67.8K 0.08% 270
2025
Q4 		$1.28M Buy
18,358
+864
+5% +$60.2K 0.07% 285
2025
Q3 		$1.16M Sell
17,494
-8,450
-33% -$582K 0.07% 286
2025
Q2 		$1.84M Buy
25,944
+2,054
+9% +$146K 0.13% 189
2025
Q1 		$1.71M Buy
23,890
+656
+3% +$43.8K 0.13% 186
2024
Q4 		$1.45M Sell
23,234
-1,810
-7% -$118K 0.11% 216
2024
Q3 		$1.8M Buy
25,044
+4,019
+19% +$275K 0.13% 185
2024
Q2 		$1.34M Sell
21,025
-616
-3% -$38.1K 0.11% 215
2024
Q1 		$1.32M Sell
21,641
-1,068
-5% -$64.2K 0.11% 208
2023
Q4 		$1.34M Sell
22,709
-9,778
-30% -$555K 0.12% 194
2023
Q3 		$1.82M Sell
32,487
-3,088
-9% -$185K 0.18% 136
2023
Q2 		$2.14M Buy
35,575
+1,230
+4% +$76.5K 0.21% 118
2023
Q1 		$2.13M Buy
34,345
+138
+0.4% +$8.36K 0.22% 117
2022
Q4 		$2.18M Buy
34,207
+4,399
+15% +$266K 0.24% 109
2022
Q3 		$1.67M Buy
29,808
+4,617
+18% +$287K 0.24% 100
2022
Q2 		$1.58M Buy
25,191
+1,396
+6% +$88.5K 0.21% 122
2022
Q1 		$1.48M Buy
23,795
+10,767
+83% +$655K 0.18% 138
2021
Q4 		$771K Buy
13,028
+1,303
+11% +$72.6K 0.1% 213
2021
Q3 		$615K Buy
11,725
+6,424
+121% +$358K 0.09% 235
2021
Q2 		$287K Buy
5,301
+62
+1% +$3.37K 0.05% 338
2021
Q1 		$276K Buy
5,239
+1,194
+30% +$60.1K 0.06% 299
2020
Q4 		$222K Buy
+4,045
New +$209K 0.06% 303
2017
Q3 		– Sell
-8,779
Closed -$394K – 155
2017
Q2 		$394K Buy
8,779
+1,904
+28% +$84.1K 0.32% 94
2017
Q1 		$292K Sell
6,875
-2,050
-23% -$85.5K 0.28% 106
2016
Q4 		$370K Sell
8,925
-43
-0.5% -$1.79K 0.4% 79
2016
Q3 		$380K Buy
8,968
+399
+5% +$17.5K 0.38% 84
2016
Q2 		$388K Buy
8,569
+454
+6% +$20.5K 0.41% 75
2016
Q1 		$376K Buy
8,115
+2,389
+42% +$104K 0.43% 73
2015
Q4 		$246K Buy
+5,726
New +$243K 0.32% 97

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Nations Financial Group reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $32.9K and leaving 18,838 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #274.

Nations Financial Group first reported a position in KO in Q4 2015 and has held it in 30 quarters since. The position peaked at $2.18M in Q4 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Nations Financial Group held 18,838 shares of Coca-Cola worth $1.53M as of Q2 2026.
  • Nations Financial Group sold 417 Coca-Cola shares in Q2 2026, an estimated $32.9K.
  • Coca-Cola made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #274 holding.
  • Nations Financial Group first reported a position in Coca-Cola in Q4 2015 and has held it in 30 quarters since.
  • Nations Financial Group's Coca-Cola position peaked at $2.18M in Q4 2022.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.