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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
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 $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

NCP Inc's KO Position: Q1 2026 in Review

NCP Inc reduced its Coca-Cola (KO) stake by 70% in Q1 2026, selling an estimated $31.5K and leaving 178 shares worth $13.5K. The position accounts for 0.02% of the portfolio, ranked #67.

NCP Inc first reported a position in KO in Q1 2024 and has held it in 7 quarters since. The position peaked at $257K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • NCP Inc held 178 shares of Coca-Cola worth $13.5K as of Q1 2026.
  • NCP Inc sold 417 Coca-Cola shares in Q1 2026, an estimated $31.5K.
  • Coca-Cola made up 0.02% of NCP Inc's portfolio in Q1 2026, its #67 holding.
  • NCP Inc first reported a position in Coca-Cola in Q1 2024 and has held it in 7 quarters since.
  • NCP Inc's Coca-Cola position peaked at $257K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on NCP Inc's 13F filing for Q1 2026, filed 8 May 2026.