Ninepoint Partners’s Coca-Cola KO Stock Holding History

Ninepoint Partners’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	$353K	Sell	4,345 -2,867	-40%	-$226K	0.03%	137
2026 Q1	$548K	Hold	7,212	–	–	0.04%	114
2025 Q4	$504K	Buy	7,212 +3,514	+95%	+$245K	0.06%	116
2025 Q3	$245K	Buy	+3,698	New	+$255K	0.03%	111
2023 Q4	–	Sell	-10,391	Closed	-$582K	–	102
2023 Q3	$582K	Hold	10,391	–	–	0.06%	65
2023 Q2	$626K	Hold	10,391	–	–	0.07%	61
2023 Q1	$645K	Buy	10,391 +3,133	+43%	+$190K	0.07%	47
2022 Q4	$462K	Hold	7,258	–	–	0.06%	49
2022 Q3	$407K	Hold	7,258	–	–	0.05%	53
2022 Q2	$457K	Hold	7,258	–	–	0.07%	39
2022 Q1	$450K	Buy	+7,258	New	+$441K	0.1%	60
2021 Q4	–	Sell	-8,659	Closed	-$454K	–	86
2021 Q3	$454K	Hold	8,659	–	–	0.12%	57
2021 Q2	$469K	Hold	8,659	–	–	0.11%	57
2021 Q1	$456K	Buy	+8,659	New	+$436K	0.18%	50
2019 Q4	–	Sell	-8,170	Closed	-$445K	–	92
2019 Q3	$445K	Buy	+8,170	New	+$437K	0.17%	64

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

Ninepoint Partners's KO Position: Q2 2026 in Review

Ninepoint Partners reduced its Coca-Cola (KO) stake by 40% in Q2 2026, selling an estimated $226K and leaving 4,345 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #137.

Ninepoint Partners first reported a position in KO in Q3 2019 and has held it in 15 quarters since. The position peaked at $645K in Q1 2023. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ninepoint Partners held 4,345 shares of Coca-Cola worth $353K as of Q2 2026.
Ninepoint Partners sold 2,867 Coca-Cola shares in Q2 2026, an estimated $226K.
Coca-Cola made up 0.03% of Ninepoint Partners's portfolio in Q2 2026, its #137 holding.
Ninepoint Partners first reported a position in Coca-Cola in Q3 2019 and has held it in 15 quarters since.
Ninepoint Partners's Coca-Cola position peaked at $645K in Q1 2023.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ninepoint Partners's 13F filing for Q2 2026, filed 11 Aug 2026.