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Naviter Wealth’s Coca-Cola KO Stock Holding History

Naviter Wealth’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 		$3.12M Buy
40,764
+1,148
+3% +$86.8K 0.39% 59
2025
Q4 		$2.77M Sell
39,616
-10,369
-21% -$723K 0.36% 66
2025
Q3 		$3.34M Buy
49,985
+2,267
+5% +$156K 0.39% 63
2025
Q2 		$3.4M Sell
47,718
-136
-0.3% -$9.69K 0.42% 57
2025
Q1 		$3.39M Sell
47,854
-551
-1% -$36.8K 0.41% 60
2024
Q4 		$3.01M Buy
48,405
+10,389
+27% +$678K 0.36% 67
2024
Q3 		$2.75M Sell
38,016
-3,930
-9% -$269K 0.38% 63
2024
Q2 		$2.69M Sell
41,946
-1,246
-3% -$77.1K 0.4% 66
2024
Q1 		$2.66M Buy
43,192
+14,400
+50% +$865K 0.44% 62
2023
Q4 		$1.7M Sell
28,792
-1,353
-4% -$76.9K 0.34% 79
2023
Q3 		$1.7M Buy
30,145
+1,972
+7% +$118K 0.41% 59
2023
Q2 		$1.71M Buy
28,173
+3,339
+13% +$208K 0.43% 57
2023
Q1 		$1.55M Buy
24,834
+3,215
+15% +$195K 0.54% 42
2022
Q4 		$1.31M Buy
21,619
+1,257
+6% +$75.9K 0.36% 66
2022
Q3 		$1.15M Buy
20,362
+2,309
+13% +$144K 0.47% 40
2022
Q2 		$1.14M Buy
+18,053
New +$1.14M 0.47% 41

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

Naviter Wealth's KO Position: Q1 2026 in Review

Naviter Wealth increased its Coca-Cola (KO) stake by 2.9% in Q1 2026, buying an estimated $86.8K and bringing the position to 40,764 shares worth $3.12M. The position accounts for 0.39% of the portfolio, ranked #59.

Naviter Wealth first reported a position in KO in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.4M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Naviter Wealth held 40,764 shares of Coca-Cola worth $3.12M as of Q1 2026.
  • Naviter Wealth bought 1,148 Coca-Cola shares in Q1 2026, an estimated $86.8K.
  • Coca-Cola made up 0.39% of Naviter Wealth's portfolio in Q1 2026, its #59 holding.
  • Naviter Wealth first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Coca-Cola position peaked at $3.4M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.