Next Level Private’s Coca-Cola KO Stock Holding History

Next Level Private’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	$504K	Buy	6,205 +300	+5%	+$23.7K	0.1%	116
2026 Q1	$449K	Buy	5,905 +289	+5%	+$21.8K	0.1%	119
2025 Q4	$393K	Sell	5,616 -77	-1%	-$5.37K	0.1%	115
2025 Q3	$376K	Buy	5,693 +239	+4%	+$16.4K	0.11%	113
2025 Q2	$386K	Buy	5,454 +47	+0.9%	+$3.35K	0.13%	107
2025 Q1	$387K	Hold	5,407	–	–	0.14%	100
2024 Q4	$337K	Buy	5,407 +18	+0.3%	+$1.18K	0.14%	102
2024 Q3	$387K	Buy	5,389 +34	+0.6%	+$2.33K	0.16%	94
2024 Q2	$341K	Buy	5,355 +84	+2%	+$5.2K	0.16%	95
2024 Q1	$322K	Sell	5,271 -18	-0.3%	-$1.08K	0.15%	101
2023 Q4	$312K	Buy	5,289 +53	+1%	+$3.01K	0.18%	80
2023 Q3	$290K	Buy	5,236 +36	+0.7%	+$2.16K	0.19%	79
2023 Q2	$308K	Buy	+5,200	New	+$324K	0.2%	78
2023 Q1	–	Sell	-5,134	Closed	-$321K	–	88
2022 Q4	$321K	Buy	5,134 +30	+0.6%	+$1.81K	0.24%	72
2022 Q3	$287K	Sell	5,104 -10,236	-67%	-$636K	0.25%	64
2022 Q2	$965K	Buy	15,340 +10,299	+204%	+$653K	0.37%	47
2022 Q1	$313K	Sell	5,041 -24	-0.5%	-$1.46K	0.25%	67
2021 Q4	$300K	Buy	+5,065	New	+$282K	0.25%	69

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Next Level Private's KO Position: Q2 2026 in Review

Next Level Private increased its Coca-Cola (KO) stake by 5.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,205 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #116.

Next Level Private first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $965K in Q2 2022. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Next Level Private held 6,205 shares of Coca-Cola worth $504K as of Q2 2026.
Next Level Private bought 300 Coca-Cola shares in Q2 2026, an estimated $23.7K.
Coca-Cola made up 0.1% of Next Level Private's portfolio in Q2 2026, its #116 holding.
Next Level Private first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Next Level Private's Coca-Cola position peaked at $965K in Q2 2022.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.