Nicola Wealth Management’s Coca-Cola KO Stock Holding History

Nicola Wealth 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 Q2	$8.01M	Sell	98,500 -71,500	-42%	-$5.65M	0.92%	46
2026 Q1	$12.9M	Hold	170,000	–	–	1.55%	33
2025 Q4	$11.9M	Sell	170,000 -15,000	-8%	-$1.05M	1.08%	34
2025 Q3	$12.3M	Buy	185,000 +55,000	+42%	+$3.79M	1.09%	36
2025 Q2	$9.2M	Buy	+130,000	New	+$9.26M	0.86%	37
2021 Q1	–	Sell	-28,235	Closed	-$1.55M	–	116
2020 Q4	$1.55M	Sell	28,235 -2,996	-10%	-$155K	0.19%	100
2020 Q3	$1.54M	Sell	31,231 -2,136	-6%	-$103K	0.22%	98
2020 Q2	$1.49M	Hold	33,367	–	–	0.21%	95
2020 Q1	$2.08M	Hold	33,367	–	–	0.31%	84
2019 Q4	$2.4M	Sell	33,367 -3,125	-9%	-$168K	0.36%	82
2019 Q3	$3.03M	Buy	36,492 +3,125	+9%	+$167K	0.48%	74
2019 Q2	$2.23M	Hold	33,367	–	–	0.37%	79
2019 Q1	$2.09M	Hold	33,367	–	–	0.31%	91
2018 Q4	$2.16M	Hold	33,367	–	–	0.36%	90
2018 Q3	$1.99M	Sell	33,367 -5,222	-14%	-$239K	0.34%	86
2018 Q2	$2.23M	Buy	+38,589	New	+$1.67M	0.43%	83

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nicola Wealth Management's KO Position: Q2 2026 in Review

Nicola Wealth Management reduced its Coca-Cola (KO) stake by 42% in Q2 2026, selling an estimated $5.65M and leaving 98,500 shares worth $8.01M. The position accounts for 0.92% of the portfolio, ranked #46.

Nicola Wealth Management first reported a position in KO in Q2 2018 and has held it in 16 quarters since. The position peaked at $12.9M in Q1 2026. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Nicola Wealth Management held 98,500 shares of Coca-Cola worth $8.01M as of Q2 2026.
Nicola Wealth Management sold 71,500 Coca-Cola shares in Q2 2026, an estimated $5.65M.
Coca-Cola made up 0.92% of Nicola Wealth Management's portfolio in Q2 2026, its #46 holding.
Nicola Wealth Management first reported a position in Coca-Cola in Q2 2018 and has held it in 16 quarters since.
Nicola Wealth Management's Coca-Cola position peaked at $12.9M in Q1 2026.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.