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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
Q2 		$4.29M Buy
52,465
+11,701
+29% +$924K 0.39% 59
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Naviter Wealth's KO Position: Q2 2026 in Review

Naviter Wealth increased its Coca-Cola (KO) stake by 29% in Q2 2026, buying an estimated $924K and bringing the position to 52,465 shares worth $4.29M. 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 17 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Naviter Wealth held 52,465 shares of Coca-Cola worth $4.29M as of Q2 2026.
  • Naviter Wealth bought 11,701 Coca-Cola shares in Q2 2026, an estimated $924K.
  • Coca-Cola made up 0.39% of Naviter Wealth's portfolio in Q2 2026, its #59 holding.
  • Naviter Wealth first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.