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New Age Alpha Advisors’s Coca-Cola KO Stock Holding History

New Age Alpha Advisors’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 		$5.55M Sell
73,032
-105,717
-59% -$7.99M 0.26% 106
2025
Q4 		$12.5M Sell
178,749
-18,218
-9% -$1.27M 0.54% 30
2025
Q3 		$13.1M Buy
196,967
+9,687
+5% +$667K 0.55% 26
2025
Q2 		$13.3M Buy
187,280
+35,340
+23% +$2.52M 0.58% 22
2025
Q1 		$10.9M Sell
151,940
-69,335
-31% -$4.63M 0.49% 29
2024
Q4 		$13.8M Buy
221,275
+220,782
+44,783% +$14.4M 0.56% 26
2024
Q3 		$35.4K Buy
493
+328
+199% +$22.5K 0.02% 56
2024
Q2 		$10.5K Buy
+165
New +$10.2K 0.01% 74

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

New Age Alpha Advisors's KO Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Coca-Cola (KO) stake by 59% in Q1 2026, selling an estimated $7.99M and leaving 73,032 shares worth $5.55M. The position accounts for 0.26% of the portfolio, ranked #106.

New Age Alpha Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.8M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • New Age Alpha Advisors held 73,032 shares of Coca-Cola worth $5.55M as of Q1 2026.
  • New Age Alpha Advisors sold 105,717 Coca-Cola shares in Q1 2026, an estimated $7.99M.
  • Coca-Cola made up 0.26% of New Age Alpha Advisors's portfolio in Q1 2026, its #106 holding.
  • New Age Alpha Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Coca-Cola position peaked at $13.8M in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.