NFC Investments’s Coca-Cola KO Stock Holding History

NFC 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 Q1	$951K	Hold	12,500	–	–	0.26%	28
2025 Q4	$874K	Sell	12,500 -200	-2%	-$13.9K	0.25%	29
2025 Q3	$842K	Sell	12,700 -364	-3%	-$25.1K	0.24%	29
2025 Q2	$924K	Hold	13,064	–	–	0.26%	29
2025 Q1	$936K	Hold	13,064	–	–	0.28%	28
2024 Q4	$813K	Hold	13,064	–	–	0.22%	29
2024 Q3	$939K	Hold	13,064	–	–	0.27%	25
2024 Q2	$831K	Sell	13,064 -100	-0.8%	-$6.19K	0.24%	27
2024 Q1	$805K	Hold	13,164	–	–	0.23%	24
2023 Q4	$776K	Buy	+13,164	New	+$748K	0.24%	24
2023 Q2	$793K	Hold	13,164	–	–	0.26%	24
2023 Q1	$817K	Hold	13,164	–	–	0.3%	23
2022 Q4	$837K	Hold	13,164	–	–	0.26%	27
2022 Q3	$737K	Hold	13,164	–	–	0.2%	31
2022 Q2	$828K	Hold	13,164	–	–	0.22%	30
2022 Q1	$816K	Hold	13,164	–	–	0.18%	31
2021 Q4	$779K	Hold	13,164	–	–	0.16%	36
2021 Q3	$691K	Hold	13,164	–	–	0.15%	37
2021 Q2	$712K	Hold	13,164	–	–	0.19%	34
2021 Q1	$694K	Hold	13,164	–	–	0.18%	35
2020 Q4	$722K	Hold	13,164	–	–	0.21%	32
2020 Q3	$650K	Sell	13,164 -505	-4%	-$24.3K	0.25%	34
2020 Q2	$611K	Buy	13,669 +100	+0.7%	+$4.61K	0.24%	35
2020 Q1	$600K	Hold	13,569	–	–	0.25%	34
2019 Q4	$751K	Hold	13,569	–	–	0.19%	34
2019 Q3	$739K	Hold	13,569	–	–	0.2%	33
2019 Q2	$691K	Hold	13,569	–	–	0.2%	33
2019 Q1	$636K	Hold	13,569	–	–	0.19%	29
2018 Q4	$642K	Buy	13,569 +505	+4%	+$24.2K	0.21%	32
2018 Q3	$603K	Hold	13,064	–	–	0.19%	34
2018 Q2	$573K	Hold	13,064	–	–	0.21%	32
2018 Q1	$567K	Hold	13,064	–	–	0.2%	35
2017 Q4	$599K	Hold	13,064	–	–	0.2%	33
2017 Q3	$588K	Sell	13,064 -150	-1%	-$6.82K	0.2%	33
2017 Q2	$593K	Hold	13,214	–	–	0.21%	33
2017 Q1	$561K	Hold	13,214	–	–	0.21%	32
2016 Q4	$548K	Sell	13,214 -558	-4%	-$23.2K	0.21%	34
2016 Q3	$583K	Sell	13,772 -150	-1%	-$6.57K	0.26%	32
2016 Q2	$631K	Hold	13,922	–	–	0.3%	33
2016 Q1	$646K	Hold	13,922	–	–	0.31%	32
2015 Q4	$598K	Sell	13,922 -91	-0.6%	-$3.86K	0.29%	32
2015 Q3	$562K	Buy	14,013 +799	+6%	+$32K	0.27%	34
2015 Q2	$518K	Hold	13,214	–	–	0.23%	32
2015 Q1	$536	Hold	13,214	–	–	0.03%	32
2014 Q4	$558K	Hold	13,214	–	–	0.24%	31
2014 Q3	$564K	Hold	13,214	–	–	0.25%	31
2014 Q2	$560K	Hold	13,214	–	–	0.27%	31
2014 Q1	$511K	Hold	13,214	–	–	0.26%	33
2013 Q4	$545K	Hold	13,214	–	–	0.28%	30
2013 Q3	$501K	Hold	13,214	–	–	0.27%	31
2013 Q2	$530K	Buy	+13,214	New	+$547K	0.32%	31

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NFC Investments's KO Position: Q1 2026 in Review

NFC Investments held its Coca-Cola (KO) position steady in Q1 2026 at 12,500 shares worth $951K. The position accounts for 0.26% of the portfolio, ranked #28.

NFC Investments first reported a position in KO in Q2 2013 and has held it in 51 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

NFC Investments held 12,500 shares of Coca-Cola worth $951K as of Q1 2026.
NFC Investments left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.26% of NFC Investments's portfolio in Q1 2026, its #28 holding.
NFC Investments first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on NFC Investments's 13F filing for Q1 2026, filed 12 May 2026.