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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newbridge Financial Services Group's KO Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Coca-Cola (KO) stake by 0.57% in Q1 2026, selling an estimated $16.2K and leaving 37,453 shares worth $2.85M. The position accounts for 0.47% of the portfolio, ranked #54.

Newbridge Financial Services Group first reported a position in KO in Q3 2020 and has held it in 23 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Newbridge Financial Services Group held 37,453 shares of Coca-Cola worth $2.85M as of Q1 2026.
  • Newbridge Financial Services Group sold 214 Coca-Cola shares in Q1 2026, an estimated $16.2K.
  • Coca-Cola made up 0.47% of Newbridge Financial Services Group's portfolio in Q1 2026, its #54 holding.
  • Newbridge Financial Services Group first reported a position in Coca-Cola in Q3 2020 and has held it in 23 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.