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Next Capital Management’s Coca-Cola KO Stock Holding History

Next Capital Management’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 		$1.26M Buy
16,611
+225
+1% +$17K 0.38% 49
2025
Q4 		$1.15M Hold
16,386
– – 0.37% 51
2025
Q3 		$1.09M Sell
16,386
-5,329
-25% -$367K 0.36% 56
2025
Q2 		$1.54M Buy
21,715
+4,069
+23% +$290K 0.57% 37
2025
Q1 		$1.26M Sell
17,646
-10
-0.1% -$668 0.61% 38
2024
Q4 		$1.1M Buy
17,656
+20
+0.1% +$1.31K 0.44% 48
2024
Q3 		$1.27M Sell
17,636
-300
-2% -$20.5K 0.52% 45
2024
Q2 		$1.14M Sell
17,936
-161
-0.9% -$9.97K 0.48% 46
2024
Q1 		$1.11M Buy
18,097
+461
+3% +$27.7K 0.45% 48
2023
Q4 		$1.04M Buy
17,636
+186
+1% +$10.6K 0.44% 46
2023
Q3 		$977K Sell
17,450
-2,370
-12% -$142K 0.44% 46
2023
Q2 		$1.19M Hold
19,820
– – 0.55% 36
2023
Q1 		$1.23M Hold
19,820
– – 0.59% 37
2022
Q4 		$1.26M Sell
19,820
-141
-0.7% -$8.51K 0.68% 33
2022
Q3 		$1.12M Buy
19,961
+102
+0.5% +$6.34K 0.84% 31
2022
Q2 		$1.25M Buy
19,859
+39
+0.2% +$2.47K 0.91% 32
2022
Q1 		$1.23M Buy
19,820
+2,370
+14% +$144K 0.83% 29
2021
Q4 		$1.03M Hold
17,450
– – 0.7% 37
2021
Q3 		$916K Hold
17,450
– – 0.67% 39
2021
Q2 		$944K Hold
17,450
– – 0.6% 39
2021
Q1 		$920K Hold
17,450
– – 0.6% 38
2020
Q4 		$957K Buy
17,450
+1,250
+8% +$64.6K 0.67% 35
2020
Q3 		$800K Hold
16,200
– – 0.53% 40
2020
Q2 		$724K Sell
16,200
-15
-0.1% -$691 0.51% 42
2020
Q1 		$718K Hold
16,215
– – 0.58% 36
2019
Q4 		$898K Sell
16,215
-350
-2% -$18.8K 0.64% 37
2019
Q3 		$902K Sell
16,565
-838
-5% -$44.9K 0.6% 38
2019
Q2 		$886K Buy
17,403
+838
+5% +$41.1K 0.59% 36
2019
Q1 		$776K Hold
16,565
– – 0.66% 37
2018
Q4 		$784K Buy
+16,565
New +$793K 0.69% 34

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

Next Capital Management's KO Position: Q1 2026 in Review

Next Capital Management increased its Coca-Cola (KO) stake by 1.4% in Q1 2026, buying an estimated $17K and bringing the position to 16,611 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #49.

Next Capital Management first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.54M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Next Capital Management held 16,611 shares of Coca-Cola worth $1.26M as of Q1 2026.
  • Next Capital Management bought 225 Coca-Cola shares in Q1 2026, an estimated $17K.
  • Coca-Cola made up 0.38% of Next Capital Management's portfolio in Q1 2026, its #49 holding.
  • Next Capital Management first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Next Capital Management's Coca-Cola position peaked at $1.54M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.