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 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 $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

Nicola Wealth Management's KO Position: Q1 2026 in Review

Nicola Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 170,000 shares worth $12.9M. The position accounts for 1.55% of the portfolio, ranked #33.

Nicola Wealth Management first reported a position in KO in Q2 2018 and has held it in 15 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Nicola Wealth Management held 170,000 shares of Coca-Cola worth $12.9M as of Q1 2026.
Nicola Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 1.55% of Nicola Wealth Management's portfolio in Q1 2026, its #33 holding.
Nicola Wealth Management first reported a position in Coca-Cola in Q2 2018 and has held it in 15 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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