New England Capital Financial Advisors’s Coca-Cola KO Stock Holding History

New England Capital Financial 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	$557K	Buy	6,852 +825	+14%	+$65.2K	0.13%	36
2026 Q1	$458K	Sell	6,027 -125	-2%	-$9.45K	0.13%	36
2025 Q4	$430K	Buy	6,152 +24	+0.4%	+$1.67K	0.17%	39
2025 Q3	$406K	Buy	6,128 +262	+4%	+$18K	0.17%	41
2025 Q2	$415K	Buy	5,866 +11	+0.2%	+$784	0.19%	34
2025 Q1	$419K	Hold	5,855	–	–	0.21%	34
2024 Q4	$365K	Buy	5,855 +23	+0.4%	+$1.5K	0.18%	38
2024 Q3	$419K	Sell	5,832 -86	-1%	-$5.89K	0.22%	35
2024 Q2	$377K	Buy	5,918 +12	+0.2%	+$743	0.21%	34
2024 Q1	$361K	Hold	5,906	–	–	0.2%	35
2023 Q4	$348K	Buy	5,906 +24	+0.4%	+$1.36K	0.21%	36
2023 Q3	$329K	Buy	5,882 +12	+0.2%	+$720	0.23%	34
2023 Q2	$353K	Sell	5,870 -189	-3%	-$11.8K	0.23%	35
2023 Q1	$376K	Hold	6,059	–	–	0.27%	34
2022 Q4	$364K	Buy	+6,059	New	+$366K	0.26%	35

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

New England Capital Financial Advisors's KO Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $65.2K and bringing the position to 6,852 shares worth $557K. The position accounts for 0.13% of the portfolio, ranked #36.

New England Capital Financial Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

New England Capital Financial Advisors held 6,852 shares of Coca-Cola worth $557K as of Q2 2026.
New England Capital Financial Advisors bought 825 Coca-Cola shares in Q2 2026, an estimated $65.2K.
Coca-Cola made up 0.13% of New England Capital Financial Advisors's portfolio in Q2 2026, its #36 holding.
New England Capital Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.