Nelson Capital Management’s Coca-Cola KO Stock Holding History

Nelson Capital Management’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	$2.96M	Buy	36,420 +242	+0.7%	+$19.1K	0.32%	48
2026 Q1	$2.75M	Sell	36,178 -854	-2%	-$64.6K	0.34%	54
2025 Q4	$2.59M	Buy	37,032 +818	+2%	+$57K	0.3%	56
2025 Q3	$2.4M	Buy	36,214 +427	+1%	+$29.4K	0.29%	61
2025 Q2	$2.53M	Buy	35,787 +695	+2%	+$49.5K	0.33%	57
2025 Q1	$2.51M	Buy	35,092 +173	+0.5%	+$11.6K	0.43%	57
2024 Q4	$2.17M	Sell	34,919 -735	-2%	-$48K	0.36%	60
2024 Q3	$2.56M	Buy	35,654 +663	+2%	+$45.4K	0.43%	54
2024 Q2	$2.23M	Buy	34,991 +240	+0.7%	+$14.9K	0.4%	55
2024 Q1	$2.13M	Buy	34,751 +5,407	+18%	+$325K	0.41%	59
2023 Q4	$1.73M	Sell	29,344 -4,350	-13%	-$247K	0.39%	59
2023 Q3	$1.89M	Sell	33,694 -290	-0.9%	-$17.4K	0.46%	53
2023 Q2	$2.05M	Buy	+33,984	New	+$2.11M	0.53%	52
2022 Q4	–	Sell	-272,768	Closed	-$15.3M	–	97
2022 Q3	$15.3M	Sell	272,768 -1,806	-0.7%	-$112K	4.49%	3
2022 Q2	$17.3M	Sell	274,574 -155	-0.1%	-$9.82K	4.77%	2
2022 Q1	$17M	Hold	274,729	–	–	3.33%	8
2021 Q4	$16.3M	Hold	274,729	–	–	3.01%	8
2021 Q3	$14.4M	Hold	274,729	–	–	2.87%	10
2021 Q2	$14.9M	Hold	274,729	–	–	3.01%	8
2021 Q1	$14.5M	Sell	274,729 -1,000	-0.4%	-$50.3K	3.1%	8
2020 Q4	$15.1M	Hold	275,729	–	–	3.25%	7
2020 Q3	$13.6M	Sell	275,729 -1,340	-0.5%	-$64.4K	2.38%	9
2020 Q2	$12.4M	Buy	277,069 +9,470	+4%	+$436K	2.7%	8
2020 Q1	$11.8M	Sell	267,599 -220	-0.1%	-$11.9K	3.18%	7
2019 Q4	$14.8M	Buy	267,819 +260,619	+3,620%	+$14M	3.12%	6
2019 Q3	$392K	Buy	7,200 +1,140	+19%	+$61K	0.09%	73
2019 Q2	$309K	Sell	6,060 -200	-3%	-$9.8K	0.07%	81
2019 Q1	$293K	Hold	6,260	–	–	0.07%	80
2018 Q4	$296K	Sell	6,260 -2,100	-25%	-$101K	0.08%	79
2018 Q3	$386K	Sell	8,360 -3,940	-32%	-$180K	0.09%	68
2018 Q2	$539K	Buy	12,300 +6,440	+110%	+$278K	0.14%	65
2018 Q1	$254K	Hold	5,860	–	–	0.07%	84
2017 Q4	$269K	Hold	5,860	–	–	0.08%	77
2017 Q3	$264K	Hold	5,860	–	–	0.09%	75
2017 Q2	$263K	Hold	5,860	–	–	0.09%	74
2017 Q1	$249K	Hold	5,860	–	–	0.08%	77
2016 Q4	$243K	Hold	5,860	–	–	0.08%	74
2016 Q3	$248K	Buy	5,860 +1,870	+47%	+$81.9K	0.09%	69
2016 Q2	$181K	Buy	3,990 +60	+2%	+$2.71K	0.07%	73
2016 Q1	$182K	Sell	3,930 -600	-13%	-$26.1K	0.07%	70
2015 Q4	$195K	Sell	4,530 -8,080	-64%	-$343K	0.07%	67
2015 Q3	$506K	Hold	12,610	–	–	0.19%	55
2015 Q2	$495K	Sell	12,610 -4,200	-25%	-$171K	0.18%	57
2015 Q1	$682K	Sell	16,810 -2,600	-13%	-$109K	0.25%	56
2014 Q4	$819K	Sell	19,410 -2,230	-10%	-$95.2K	0.3%	54
2014 Q3	$923K	Buy	21,640 +260	+1%	+$10.7K	0.35%	53
2014 Q2	$906K	Sell	21,380 -3,280	-13%	-$133K	0.36%	54
2014 Q1	$953K	Sell	24,660 -140	-0.6%	-$5.41K	0.42%	53
2013 Q4	$1.02M	Sell	24,800 -3,900	-14%	-$154K	0.46%	52
2013 Q3	$1.09M	Sell	28,700 -1,000	-3%	-$39.5K	0.52%	48
2013 Q2	$1.19M	Buy	+29,700	New	+$1.23M	0.61%	43

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nelson Capital Management's KO Position: Q2 2026 in Review

Nelson Capital Management increased its Coca-Cola (KO) stake by 0.67% in Q2 2026, buying an estimated $19.1K and bringing the position to 36,420 shares worth $2.96M. The position accounts for 0.32% of the portfolio, ranked #48.

Nelson Capital Management first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $17.3M in Q2 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Nelson Capital Management held 36,420 shares of Coca-Cola worth $2.96M as of Q2 2026.
Nelson Capital Management bought 242 Coca-Cola shares in Q2 2026, an estimated $19.1K.
Coca-Cola made up 0.32% of Nelson Capital Management's portfolio in Q2 2026, its #48 holding.
Nelson Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
Nelson Capital Management's Coca-Cola position peaked at $17.3M in Q2 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.