Newton One Investments’s Coca-Cola KO Stock Holding History

Newton One Investments’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	$11.2K	Buy	138 +1	+0.7%	+$79	﹤0.01%	110
2026 Q1	$10.4K	Hold	137	–	–	﹤0.01%	99
2025 Q4	$9.56K	Buy	137 +2	+1%	+$139	﹤0.01%	102
2025 Q3	$8.94K	Buy	135 +1	+0.7%	+$69	﹤0.01%	103
2025 Q2	$9.46K	Buy	134 +1	+0.8%	+$71	﹤0.01%	102
2025 Q1	$9.51K	Hold	133	–	–	﹤0.01%	99
2024 Q4	$8.27K	Buy	+133	New	+$8.68K	﹤0.01%	103
2024 Q3	–	Sell	-130	Closed	-$8.27K	–	77
2024 Q2	$8.27K	Buy	130 +1	+0.8%	+$62	﹤0.01%	96
2024 Q1	$7.89K	Hold	129	–	–	﹤0.01%	96
2023 Q4	$7.6K	Buy	129 +2	+2%	+$114	﹤0.01%	96
2023 Q3	$7.1K	Buy	127 +1	+0.8%	+$60	﹤0.01%	102
2023 Q2	$7.58K	Buy	126 +1	+0.8%	+$62	﹤0.01%	107
2023 Q1	$7.75K	Hold	125	–	–	﹤0.01%	99
2022 Q4	$7.95K	Sell	125 -125	-50%	-$7.55K	0.01%	99
2022 Q3	$14K	Hold	250	–	–	0.01%	92
2022 Q2	$16K	Hold	250	–	–	0.01%	94
2022 Q1	$16K	Hold	250	–	–	0.01%	97
2021 Q4	$15K	Hold	250	–	–	0.01%	100
2021 Q3	$13K	Hold	250	–	–	0.01%	103
2021 Q2	$14K	Buy	+250	New	+$13.6K	0.01%	100

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Newton One Investments's KO Position: Q2 2026 in Review

Newton One Investments increased its Coca-Cola (KO) stake by 0.73% in Q2 2026, buying an estimated $79 and bringing the position to 138 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Newton One Investments first reported a position in KO in Q2 2021 and has held it in 20 quarters since. The position peaked at $16K in Q2 2022. 1,444 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Newton One Investments held 138 shares of Coca-Cola worth $11.2K as of Q2 2026.
Newton One Investments bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #110 holding.
Newton One Investments first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
Newton One Investments's Coca-Cola position peaked at $16K in Q2 2022.
1,444 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.