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NCP Inc’s Coca-Cola KO Stock Holding History

NCP Inc’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 		$14.5K Hold
178
– – 0.02% 69
2026
Q1 		$13.5K Sell
178
-417
-70% -$31.5K 0.02% 67
2025
Q4 		$41.6K Buy
+595
New +$41.5K 0.03% 81
2025
Q2 		– Sell
-767
Closed -$54.9K – 94
2025
Q1 		$54.9K Sell
767
-2,804
-79% -$187K 0.07% 69
2024
Q4 		$222K Hold
3,571
– – 0.11% 49
2024
Q3 		$257K Buy
3,571
+300
+9% +$20.5K 0.15% 43
2024
Q2 		$208K Buy
3,271
+100
+3% +$6.19K 0.13% 42
2024
Q1 		$194K Buy
+3,171
New +$190K 0.13% 46

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

NCP Inc's KO Position: Q2 2026 in Review

NCP Inc held its Coca-Cola (KO) position steady in Q2 2026 at 178 shares worth $14.5K. The position accounts for 0.02% of the portfolio, ranked #69.

NCP Inc first reported a position in KO in Q1 2024 and has held it in 8 quarters since. The position peaked at $257K in Q3 2024. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • NCP Inc held 178 shares of Coca-Cola worth $14.5K as of Q2 2026.
  • NCP Inc left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.02% of NCP Inc's portfolio in Q2 2026, its #69 holding.
  • NCP Inc first reported a position in Coca-Cola in Q1 2024 and has held it in 8 quarters since.
  • NCP Inc's Coca-Cola position peaked at $257K in Q3 2024.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on NCP Inc's 13F filing for Q2 2026, filed 13 Aug 2026.