Nicolet Advisory Services’s Coca-Cola KO Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$8.06M	Buy	114,363 +18,426	+19%	+$1.28M	0.54%	34
2025 Q3	$6.41M	Buy	95,937 +239	+0.2%	+$16.4K	0.5%	35
2025 Q2	$6.59M	Buy	95,698 +3,600	+4%	+$256K	0.56%	35
2025 Q1	$6.52M	Buy	92,098 +2,538	+3%	+$170K	0.65%	33
2024 Q4	$5.47M	Buy	89,560 +1,801	+2%	+$118K	0.5%	38
2024 Q3	$6.19M	Buy	87,759 +1,624	+2%	+$111K	0.58%	36
2024 Q2	$5.41M	Sell	86,135 -45	-0.1%	-$2.79K	0.52%	37
2024 Q1	$5.15M	Buy	86,180 +2,349	+3%	+$141K	0.52%	37
2023 Q4	$5M	Sell	83,831 -2,587	-3%	-$147K	0.54%	34
2023 Q3	$4.76M	Buy	86,418 +4,455	+5%	+$267K	0.53%	35
2023 Q2	$4.96M	Buy	81,963 +5,736	+8%	+$357K	0.54%	32
2023 Q1	$4.79M	Buy	76,227 +219	+0.3%	+$13.3K	0.55%	30
2022 Q4	$4.71M	Buy	76,008 +325	+0.4%	+$19.6K	0.62%	29
2022 Q3	$4.12M	Buy	75,683 +16,591	+28%	+$1.03M	0.67%	25
2022 Q2	$3.72M	Sell	59,092 -53	-0.1%	-$3.36K	0.55%	30
2022 Q1	$3.77M	Sell	59,145 -3,529	-6%	-$215K	0.49%	29
2021 Q4	$3.71M	Sell	62,674 -717	-1%	-$39.9K	0.46%	32
2021 Q3	$3.33M	Sell	63,391 -622	-1%	-$34.7K	0.42%	35
2021 Q2	$3.46M	Sell	64,013 -537	-0.8%	-$29.2K	0.45%	34
2021 Q1	$3.4M	Buy	64,550 +29,988	+87%	+$1.51M	0.48%	32
2020 Q4	$1.9M	Sell	34,562 -771	-2%	-$39.9K	0.27%	45
2020 Q3	$1.74M	Sell	35,333 -53,996	-60%	-$2.6M	0.27%	44
2020 Q2	$3.99M	Buy	89,329 +7,500	+9%	+$345K	0.61%	32
2020 Q1	$3.62M	Buy	81,829 +53,703	+191%	+$2.9M	0.64%	32
2019 Q4	$1.56M	Buy	28,126 +1,823	+7%	+$98K	0.24%	48
2019 Q3	$1.43M	Sell	26,303 -1,004	-4%	-$53.8K	0.22%	45
2019 Q2	$1.39M	Sell	27,307 -2,867	-10%	-$141K	0.21%	40
2019 Q1	$1.41M	Buy	+30,174	New	+$1.41M	0.24%	37

Other funds holding KO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's KO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Coca-Cola (KO) stake by 19% in Q4 2025, buying an estimated $1.28M and bringing the position to 114,363 shares worth $8.06M. The position accounts for 0.54% of the portfolio, ranked #34.

Nicolet Advisory Services first reported a position in KO in Q1 2019 and has held it in 28 quarters since. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Nicolet Advisory Services held 114,363 shares of Coca-Cola worth $8.06M as of Q4 2025.
Nicolet Advisory Services bought 18,426 Coca-Cola shares in Q4 2025, an estimated $1.28M.
Coca-Cola made up 0.54% of Nicolet Advisory Services's portfolio in Q4 2025, its #34 holding.
Nicolet Advisory Services first reported a position in Coca-Cola in Q1 2019 and has held it in 28 quarters since.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.