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Navellier & Associates’s Coca-Cola KO Stock Holding History

Navellier & Associates’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 		$870K Sell
11,440
-272
-2% -$20.6K 0.09% 156
2025
Q4 		$819K Sell
11,712
-4,594
-28% -$320K 0.09% 166
2025
Q3 		$1.08M Sell
16,306
-4,190
-20% -$288K 0.11% 169
2025
Q2 		$1.45M Buy
20,496
+91
+0.4% +$6.48K 0.18% 117
2025
Q1 		$1.46M Sell
20,405
-5,005
-20% -$334K 0.2% 116
2024
Q4 		$1.58M Buy
25,410
+3,817
+18% +$249K 0.19% 119
2024
Q3 		$1.55M Sell
21,593
-5,334
-20% -$365K 0.21% 106
2024
Q2 		$1.71M Sell
26,927
-214
-0.8% -$13.2K 0.2% 109
2024
Q1 		$1.66M Buy
27,141
+11,323
+72% +$680K 0.2% 114
2023
Q4 		$932K Buy
15,818
+1,313
+9% +$74.6K 0.14% 148
2023
Q3 		$812K Buy
14,505
+6,095
+72% +$366K 0.14% 154
2023
Q2 		$506K Sell
8,410
-37
-0.4% -$2.3K 0.1% 171
2023
Q1 		$524K Buy
8,447
+230
+3% +$13.9K 0.11% 172
2022
Q4 		$523K Buy
8,217
+845
+11% +$51K 0.11% 157
2022
Q3 		$413K Sell
7,372
-142
-2% -$8.82K 0.09% 184
2022
Q2 		$473K Buy
7,514
+195
+3% +$12.4K 0.1% 184
2022
Q1 		$454K Buy
7,319
+627
+9% +$38.1K 0.08% 209
2021
Q4 		$396K Sell
6,692
-197
-3% -$11K 0.06% 240
2021
Q3 		$361K Buy
6,889
+128
+2% +$7.13K 0.05% 240
2021
Q2 		$366K Sell
6,761
-343
-5% -$18.7K 0.06% 224
2021
Q1 		$374K Sell
7,104
-1,077
-13% -$54.2K 0.07% 208
2020
Q4 		$449K Sell
8,181
-843
-9% -$43.6K 0.08% 179
2020
Q3 		$446K Buy
+9,024
New +$434K 0.1% 149
2017
Q1 		– Sell
-7,200
Closed -$299K – 303
2016
Q4 		$299K Sell
7,200
-1,308
-15% -$54.4K 0.05% 230
2016
Q3 		$360K Sell
8,508
-6,837
-45% -$300K 0.05% 187
2016
Q2 		$696K Sell
15,345
-57,343
-79% -$2.59M 0.1% 117
2016
Q1 		$3.37M Buy
72,688
+3,394
+5% +$148K 0.44% 51
2015
Q4 		$2.98M Buy
69,294
+4,844
+8% +$206K 0.33% 53
2015
Q3 		$2.59M Buy
64,450
+1,708
+3% +$68.4K 0.26% 55
2015
Q2 		$2.46M Buy
62,742
+14,848
+31% +$604K 0.22% 62
2015
Q1 		$1.94M Sell
47,894
-15,530
-24% -$650K 0.18% 66
2014
Q4 		$2.68M Buy
63,424
+5,067
+9% +$216K 0.13% 44
2014
Q3 		$2.49M Buy
58,357
+2,300
+4% +$95.1K 0.13% 53
2014
Q2 		$2.38M Sell
56,057
-5,683
-9% -$231K 0.11% 58
2014
Q1 		$2.39M Buy
61,740
+156
+0.3% +$6.03K 0.11% 59
2013
Q4 		$2.54M Buy
61,584
+11,545
+23% +$455K 0.11% 44
2013
Q3 		$1.9M Buy
50,039
+2,579
+5% +$102K 0.06% 79
2013
Q2 		$1.9M Buy
+47,460
New +$1.96M 0.09% 68

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

Navellier & Associates's KO Position: Q1 2026 in Review

Navellier & Associates reduced its Coca-Cola (KO) stake by 2.3% in Q1 2026, selling an estimated $20.6K and leaving 11,440 shares worth $870K. The position accounts for 0.09% of the portfolio, ranked #156.

Navellier & Associates first reported a position in KO in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.37M in Q1 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Navellier & Associates held 11,440 shares of Coca-Cola worth $870K as of Q1 2026.
  • Navellier & Associates sold 272 Coca-Cola shares in Q1 2026, an estimated $20.6K.
  • Coca-Cola made up 0.09% of Navellier & Associates's portfolio in Q1 2026, its #156 holding.
  • Navellier & Associates first reported a position in Coca-Cola in Q2 2013 and has held it in 38 quarters since.
  • Navellier & Associates's Coca-Cola position peaked at $3.37M in Q1 2016.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.