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Nikulski Financial’s Coca-Cola KO Stock Holding History

Nikulski Financial’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 		$229K Hold
2,818
– – 0.05% 170
2026
Q1 		$215K Buy
+2,818
New +$213K 0.05% 169

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Nikulski Financial's KO Position: Q2 2026 in Review

Nikulski Financial held its Coca-Cola (KO) position steady in Q2 2026 at 2,818 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #170.

Nikulski Financial first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Nikulski Financial held 2,818 shares of Coca-Cola worth $229K as of Q2 2026.
  • Nikulski Financial left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Nikulski Financial's portfolio in Q2 2026, its #170 holding.
  • Nikulski Financial first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.