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 Q2	$469K	Buy	5,775 +102	+2%	+$8.06K	0.08%	45
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New World Advisors's KO Position: Q2 2026 in Review

New World Advisors increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $8.06K and bringing the position to 5,775 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #45.

New World Advisors first reported a position in KO in Q1 2019 and has held it in 10 quarters since. The position peaked at $846K in Q2 2021. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

New World Advisors held 5,775 shares of Coca-Cola worth $469K as of Q2 2026.
New World Advisors bought 102 Coca-Cola shares in Q2 2026, an estimated $8.06K.
Coca-Cola made up 0.08% of New World Advisors's portfolio in Q2 2026, its #45 holding.
New World Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 10 quarters since.
New World Advisors's Coca-Cola position peaked at $846K in Q2 2021.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.