NDSI
KO icon

Newman Dignan & Sheerar Inc’s Coca-Cola KO Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.14M Buy
14,082
+3
+0% +$237 0.22% 77
2026
Q1 		$1.07M Sell
14,079
-26
-0.2% -$1.97K 0.23% 78
2025
Q4 		$986K Buy
14,105
+412
+3% +$28.7K 0.21% 87
2025
Q3 		$908K Buy
13,693
+3
+0% +$206 0.2% 89
2025
Q2 		$969K Buy
13,690
+136
+1% +$9.69K 0.22% 82
2025
Q1 		$971K Hold
13,554
– – 0.27% 79
2024
Q4 		$844K Buy
13,554
+2
+0% +$131 0.22% 91
2024
Q3 		$903K Buy
13,552
+4
+0% +$274 0.22% 90
2024
Q2 		$862K Sell
13,548
-48
-0.4% -$2.97K 0.22% 91
2024
Q1 		$832K Buy
13,596
+1
+0% +$60 0.22% 95
2023
Q4 		$801K Buy
13,595
+2,190
+19% +$124K 0.24% 93
2023
Q3 		$638K Buy
11,405
+2
+0% +$120 0.21% 98
2023
Q2 		$687K Buy
11,403
+2
+0% +$124 0.21% 100
2023
Q1 		$707K Hold
11,401
– – 0.23% 95
2022
Q4 		$725K Buy
11,401
+4
+0% +$241 0.24% 93
2022
Q3 		$638 Buy
11,397
+2
+0% +$124 0.1% 92
2022
Q2 		$717K Buy
11,395
+2
+0% +$127 0.24% 93
2022
Q1 		$706 Hold
11,393
– – 0.14% 97
2021
Q4 		$675K Buy
11,393
+4
+0% +$223 0.2% 99
2021
Q3 		$598K Buy
11,389
+2
+0% +$111 0.17% 99
2021
Q2 		$616K Buy
11,387
+2
+0% +$109 0.21% 96
2021
Q1 		$600K Sell
11,385
-484
-4% -$24.4K 0.22% 95
2020
Q4 		$651 Sell
11,869
-136
-1% -$7.03K 0.1% 86
2020
Q3 		$593K Hold
12,005
– – 0.25% 88
2020
Q2 		$573K Buy
12,005
+899
+8% +$41.4K 0.25% 84
2020
Q1 		$529K Sell
11,106
-272
-2% -$14.7K 0.28% 76
2019
Q4 		$630 Buy
11,378
+475
+4% +$25.5K 0.07% 87
2019
Q3 		$594K Sell
10,903
-400
-4% -$21.4K 0.28% 83
2019
Q2 		$576 Hold
11,303
– – 0.02% 90
2019
Q1 		$530K Sell
11,303
-1,400
-11% -$65.5K 0.21% 88
2018
Q4 		$601 Sell
12,703
-24
-0.2% -$1.15K 0.05% 79
2018
Q3 		$584K Buy
12,727
+12
+0.1% +$548 0.26% 92
2018
Q2 		$558 Sell
12,715
-610
-5% -$26.3K 0.04% 87
2018
Q1 		$593K Sell
13,325
-1,100
-8% -$49.4K 0.3% 86
2017
Q4 		$662K Hold
14,425
– – 0.33% 78
2017
Q3 		$650K Hold
14,425
– – 0.35% 79
2017
Q2 		$647K Sell
14,425
-220
-2% -$9.72K 0.36% 79
2017
Q1 		$622 Buy
14,645
+446
+3% +$18.6K 0.28% 81
2016
Q4 		$589K Sell
14,199
-54
-0.4% -$2.25K 0.36% 78
2016
Q3 		$603K Sell
14,253
-46
-0.3% -$2.02K 0.38% 73
2016
Q2 		$648K Sell
14,299
-1,394
-9% -$63K 0.4% 71
2016
Q1 		$728K Buy
15,693
+338
+2% +$14.7K 0.53% 56
2015
Q4 		$660K Sell
15,355
-52
-0.3% -$2.21K 0.47% 64
2015
Q3 		$618K Hold
15,407
– – 0.4% 60
2015
Q2 		$604K Sell
15,407
-474
-3% -$19.3K 0.44% 63
2015
Q1 		$644K Sell
15,881
-1,550
-9% -$64.8K 0.46% 62
2014
Q4 		$736 Buy
17,431
+1,400
+9% +$59.8K 0.44% 59
2014
Q3 		$684K Sell
16,031
-2,804
-15% -$116K 0.51% 63
2014
Q2 		$798 Sell
18,835
-99
-0.5% -$4.02K 0.45% 58
2014
Q1 		$732K Sell
18,934
-779
-4% -$30.1K 0.52% 59
2013
Q4 		$814 Buy
19,713
+818
+4% +$32.3K 0.04% 57
2013
Q3 		$716K Buy
18,895
+1,600
+9% +$63.2K 0.56% 58
2013
Q2 		$694 Buy
+17,295
New +$716K 0.05% 57

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Newman Dignan & Sheerar Inc's KO Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Coca-Cola (KO) stake by 0.02% in Q2 2026, buying an estimated $237 and bringing the position to 14,082 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #77.

Newman Dignan & Sheerar Inc first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,050 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 14,082 shares of Coca-Cola worth $1.14M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 3 Coca-Cola shares in Q2 2026, an estimated $237.
  • Coca-Cola made up 0.22% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #77 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.