NMG
KO icon

New Millennium Group’s Coca-Cola KO Stock Holding History

New Millennium Group’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
2025
Q4 		$2.66K Sell
38
-6
-14% -$418 ﹤0.01% 282
2025
Q3 		$2.92K Sell
44
-374
-89% -$25.7K ﹤0.01% 297
2025
Q2 		$29.5K Sell
418
-25
-6% -$1.78K 0.02% 126
2025
Q1 		$31.7K Sell
443
-8
-2% -$534 0.02% 120
2024
Q4 		$28.1K Buy
451
+36
+9% +$2.35K 0.02% 131
2024
Q3 		$29.8K Buy
415
+3
+0.7% +$205 0.02% 118
2024
Q2 		$26.2K Buy
+412
New +$25.5K 0.02% 129
2024
Q1 		– Sell
-417
Closed -$24.6K – 251
2023
Q4 		$24.6K Buy
417
+14
+3% +$795 0.02% 142
2023
Q3 		$22.6K Buy
403
+3
+0.8% +$180 0.02% 124
2023
Q2 		$24.1K Buy
400
+2
+0.5% +$124 0.02% 122
2023
Q1 		$24.7K Hold
398
– – 0.02% 141
2022
Q4 		$25.3K Buy
398
+43
+12% +$2.6K 0.03% 138
2022
Q3 		$20K Buy
355
+1
+0.3% +$62 0.02% 144
2022
Q2 		$22K Buy
+354
New +$22.4K 0.02% 143

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Millennium Group's KO Position: Q4 2025 in Review

New Millennium Group reduced its Coca-Cola (KO) stake by 14% in Q4 2025, selling an estimated $418 and leaving 38 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

New Millennium Group first reported a position in KO in Q2 2022 and has held it in 14 quarters since. The position peaked at $31.7K in Q1 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • New Millennium Group held 38 shares of Coca-Cola worth $2.66K as of Q4 2025.
  • New Millennium Group sold 6 Coca-Cola shares in Q4 2025, an estimated $418.
  • Coca-Cola made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #282 holding.
  • New Millennium Group first reported a position in Coca-Cola in Q2 2022 and has held it in 14 quarters since.
  • New Millennium Group's Coca-Cola position peaked at $31.7K in Q1 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.