NW
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NewEdge Wealth’s Coca-Cola KO Stock Holding History

NewEdge Wealth’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 		$36.3M Buy
476,885
+27,266
+6% +$2.06M 0.43% 58
2025
Q4 		$31.4M Buy
449,619
+79,158
+21% +$5.52M 0.36% 62
2025
Q3 		$25.4M Buy
370,461
+8,306
+2% +$572K 0.36% 60
2025
Q2 		$25.5M Buy
362,155
+72,458
+25% +$5.16M 0.4% 58
2025
Q1 		$20.7M Buy
289,697
+17,668
+6% +$1.18M 0.38% 72
2024
Q4 		$16.9M Buy
272,029
+25,588
+10% +$1.67M 0.29% 88
2024
Q3 		$17.7M Buy
246,441
+15,906
+7% +$1.09M 0.32% 79
2024
Q2 		$14.7M Sell
230,535
-731
-0.3% -$45.3K 0.32% 86
2024
Q1 		$14.3M Buy
231,266
+16,951
+8% +$1.02M 0.32% 85
2023
Q4 		$12.6M Buy
214,315
+17,710
+9% +$1.01M 0.32% 82
2023
Q3 		$11M Sell
196,605
-17,293
-8% -$1.04M 0.35% 85
2023
Q2 		$12.9M Buy
213,898
+54,244
+34% +$3.37M 0.43% 68
2023
Q1 		$9.9M Sell
159,654
-92,220
-37% -$5.58M 0.38% 78
2022
Q4 		$16M Buy
251,874
+21,021
+9% +$1.27M 0.69% 42
2022
Q3 		$12.9M Buy
230,853
+15,120
+7% +$940K 0.61% 47
2022
Q2 		$13.6M Buy
215,733
+10,969
+5% +$695K 0.62% 39
2022
Q1 		$12.7M Buy
204,764
+14,744
+8% +$897K 0.56% 41
2021
Q4 		$11.3M Buy
190,020
+13,608
+8% +$758K 0.47% 49
2021
Q3 		$9.26M Buy
176,412
+7,007
+4% +$391K 0.55% 45
2021
Q2 		$9.17M Buy
169,405
+15,414
+10% +$839K 0.7% 43
2021
Q1 		$8.12M Buy
153,991
+109,350
+245% +$5.5M 0.81% 33
2020
Q4 		$2.45M Buy
+44,641
New +$2.31M 0.75% 33

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

NewEdge Wealth's KO Position: Q1 2026 in Review

NewEdge Wealth increased its Coca-Cola (KO) stake by 6.1% in Q1 2026, buying an estimated $2.06M and bringing the position to 476,885 shares worth $36.3M. The position accounts for 0.43% of the portfolio, ranked #58.

NewEdge Wealth first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • NewEdge Wealth held 476,885 shares of Coca-Cola worth $36.3M as of Q1 2026.
  • NewEdge Wealth bought 27,266 Coca-Cola shares in Q1 2026, an estimated $2.06M.
  • Coca-Cola made up 0.43% of NewEdge Wealth's portfolio in Q1 2026, its #58 holding.
  • NewEdge Wealth first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.