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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
Q2 		$4.92M Sell
60,544
-12,488
-17% -$986K 0.21% 114
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 $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

New Age Alpha Advisors's KO Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $986K and leaving 60,544 shares worth $4.92M. The position accounts for 0.21% of the portfolio, ranked #114.

New Age Alpha Advisors first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.8M in Q4 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • New Age Alpha Advisors held 60,544 shares of Coca-Cola worth $4.92M as of Q2 2026.
  • New Age Alpha Advisors sold 12,488 Coca-Cola shares in Q2 2026, an estimated $986K.
  • Coca-Cola made up 0.21% of New Age Alpha Advisors's portfolio in Q2 2026, its #114 holding.
  • New Age Alpha Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • New Age Alpha Advisors's Coca-Cola position peaked at $13.8M in Q4 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.