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Newbridge Financial Services Group’s Coca-Cola KO Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$3.08M Buy
37,899
+446
+1% +$35.2K 0.38% 61
2026
Q1 		$2.85M Sell
37,453
-214
-0.6% -$16.2K 0.47% 54
2025
Q4 		$2.63M Buy
37,667
+1,428
+4% +$99.5K 0.41% 57
2025
Q3 		$2.4M Sell
36,239
-1,634
-4% -$112K 0.36% 63
2025
Q2 		$2.68M Buy
37,873
+1,692
+5% +$121K 0.43% 51
2025
Q1 		$2.59M Buy
36,181
+9,473
+35% +$633K 0.63% 39
2024
Q4 		$1.66M Buy
26,708
+10,240
+62% +$668K 0.43% 51
2024
Q3 		$1.18M Buy
16,468
+6,860
+71% +$470K 0.42% 60
2024
Q2 		$612K Buy
9,608
+648
+7% +$40.1K 0.23% 85
2024
Q1 		$548K Buy
8,960
+214
+2% +$12.9K 0.24% 90
2023
Q4 		$515K Buy
8,746
+5,015
+134% +$285K 0.25% 96
2023
Q3 		$209K Sell
3,731
-575
-13% -$34.5K 0.11% 185
2023
Q2 		$259K Sell
4,306
-136
-3% -$8.46K 0.13% 168
2023
Q1 		$276K Sell
4,442
-31
-0.7% -$1.88K 0.15% 143
2022
Q4 		$284K Sell
4,473
-3,365
-43% -$203K 0.16% 132
2022
Q3 		$439K Buy
7,838
+3,257
+71% +$202K 0.26% 89
2022
Q2 		$288K Sell
4,581
-101
-2% -$6.4K 0.18% 118
2022
Q1 		$290K Buy
4,682
+1,368
+41% +$83.2K 0.14% 140
2021
Q4 		$196K Buy
3,314
+1,728
+109% +$96.2K 0.09% 208
2021
Q3 		$83K Buy
1,586
+77
+5% +$4.29K 0.05% 294
2021
Q2 		$82K Sell
1,509
-1,177
-44% -$64K 0.05% 316
2021
Q1 		$142K Sell
2,686
-230
-8% -$11.6K 0.1% 203
2020
Q4 		$160K Sell
2,916
-562
-16% -$29.1K 0.13% 163
2020
Q3 		$172K Buy
+3,478
New +$167K 0.17% 126

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

Newbridge Financial Services Group's KO Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $35.2K and bringing the position to 37,899 shares worth $3.08M. The position accounts for 0.38% of the portfolio, ranked #61.

Newbridge Financial Services Group first reported a position in KO in Q3 2020 and has held it in 24 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Newbridge Financial Services Group held 37,899 shares of Coca-Cola worth $3.08M as of Q2 2026.
  • Newbridge Financial Services Group bought 446 Coca-Cola shares in Q2 2026, an estimated $35.2K.
  • Coca-Cola made up 0.38% of Newbridge Financial Services Group's portfolio in Q2 2026, its #61 holding.
  • Newbridge Financial Services Group first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.