Nations Financial Group’s Coca-Cola KO Stock Holding History
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
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. 3,637 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.
- 3,637 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.