New World Advisors’s Coca-Cola KO Stock Holding History

New World 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	$431K	Sell	5,673 -580	-9%	-$43.8K	0.08%	41
2025 Q4	$437K	Buy	6,253 +3,157	+102%	+$220K	0.07%	42
2025 Q3	$205K	Sell	3,096 -345	-10%	-$23.7K	0.04%	74
2025 Q2	$243K	Buy	+3,441	New	+$245K	0.05%	61
2022 Q2	–	Sell	-4,520	Closed	-$300K	–	66
2022 Q1	$300K	Sell	4,520 -3,900	-46%	-$237K	0.16%	44
2021 Q4	$498K	Buy	8,420 +1,200	+17%	+$66.8K	0.23%	29
2021 Q3	$393K	Sell	7,220 -8,414	-54%	-$469K	0.18%	34
2021 Q2	$846K	Buy	+15,634	New	+$851K	0.57%	38
2019 Q2	–	Sell	-2,000	Closed	-$94K	–	77
2019 Q1	$94K	Buy	+2,000	New	+$93.5K	0.07%	34

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New World Advisors's KO Position: Q1 2026 in Review

New World Advisors reduced its Coca-Cola (KO) stake by 9.3% in Q1 2026, selling an estimated $43.8K and leaving 5,673 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #41.

New World Advisors first reported a position in KO in Q1 2019 and has held it in 9 quarters since. The position peaked at $846K in Q2 2021. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

New World Advisors held 5,673 shares of Coca-Cola worth $431K as of Q1 2026.
New World Advisors sold 580 Coca-Cola shares in Q1 2026, an estimated $43.8K.
Coca-Cola made up 0.08% of New World Advisors's portfolio in Q1 2026, its #41 holding.
New World Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 9 quarters since.
New World Advisors's Coca-Cola position peaked at $846K in Q2 2021.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.