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NFP Retirement Inc’s Coca-Cola KO Stock Holding History

NFP Retirement 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 		$1.22M Buy
14,989
+254
+2% +$20.1K 0.07% 130
2026
Q1 		$1.12M Buy
14,735
+113
+0.8% +$8.54K 0.07% 130
2025
Q4 		$1.02M Buy
14,622
+156
+1% +$10.9K 0.06% 132
2025
Q3 		$959K Sell
14,466
-416
-3% -$28.6K 0.06% 134
2025
Q2 		$1.05M Sell
14,882
-2,161
-13% -$154K 0.07% 130
2025
Q1 		$1.22M Sell
17,043
-104
-0.6% -$6.95K 0.1% 107
2024
Q4 		$1.07M Buy
17,147
+1,026
+6% +$67K 0.08% 118
2024
Q3 		$1.16M Sell
16,121
-1,739
-10% -$119K 0.09% 112
2024
Q2 		$1.14M Buy
17,860
+32
+0.2% +$1.98K 0.1% 111
2024
Q1 		$1.09M Sell
17,828
-34
-0.2% -$2.04K 0.09% 112
2023
Q4 		$1.05M Buy
17,862
+384
+2% +$21.8K 0.18% 92
2023
Q3 		$978K Sell
17,478
-21
-0.1% -$1.26K 0.19% 94
2023
Q2 		$1.05M Buy
17,499
+137
+0.8% +$8.52K 0.2% 92
2023
Q1 		$1.08M Buy
17,362
+293
+2% +$17.7K 0.21% 94
2022
Q4 		$1.09M Sell
17,069
-81
-0.5% -$4.89K 0.24% 85
2022
Q3 		$961K Buy
17,150
+148
+0.9% +$9.2K 0.24% 85
2022
Q2 		$1.07M Sell
17,002
-3,472
-17% -$220K 0.27% 74
2022
Q1 		$1.27M Buy
+20,474
New +$1.25M 0.3% 67

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NFP Retirement Inc's KO Position: Q2 2026 in Review

NFP Retirement Inc increased its Coca-Cola (KO) stake by 1.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 14,989 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #130.

NFP Retirement Inc first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.27M in Q1 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • NFP Retirement Inc held 14,989 shares of Coca-Cola worth $1.22M as of Q2 2026.
  • NFP Retirement Inc bought 254 Coca-Cola shares in Q2 2026, an estimated $20.1K.
  • Coca-Cola made up 0.07% of NFP Retirement Inc's portfolio in Q2 2026, its #130 holding.
  • NFP Retirement Inc first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's Coca-Cola position peaked at $1.27M in Q1 2022.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.