Nisa Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.4M | Sell |
971,088
-51,761
| -5% | -$3.91M | 0.28% | 38 |
|
|
2025
Q4 | $71.5M | Buy |
1,022,849
+47,228
| +5% | +$3.29M | 0.24% | 48 |
|
|
2025
Q3 | $65.5M | Sell |
975,621
-48,025
| -5% | -$3.31M | 0.25% | 49 |
|
|
2025
Q2 | $73M | Sell |
1,023,646
-11,929
| -1% | -$850K | 0.33% | 40 |
|
|
2025
Q1 | $74.7M | Sell |
1,035,575
-65,458
| -6% | -$4.37M | 0.37% | 37 |
|
|
2024
Q4 | $68.6M | Sell |
1,101,033
-48,176
| -4% | -$3.14M | 0.27% | 54 |
|
|
2024
Q3 | $83.2M | Buy |
1,149,209
+107,374
| +10% | +$7.35M | 0.49% | 31 |
|
|
2024
Q2 | $66.8M | Sell |
1,041,835
-19,477
| -2% | -$1.21M | 0.42% | 38 |
|
|
2024
Q1 | $65.5M | Sell |
1,061,312
-24,920
| -2% | -$1.5M | 0.43% | 40 |
|
|
2023
Q4 | $64M | Buy |
1,086,232
+13,489
| +1% | +$766K | 0.45% | 39 |
|
|
2023
Q3 | $60.1M | Sell |
1,072,743
-28,360
| -3% | -$1.7M | 0.46% | 37 |
|
|
2023
Q2 | $66.3M | Buy |
1,101,103
+13,059
| +1% | +$812K | 0.49% | 35 |
|
|
2023
Q1 | $67.5M | Sell |
1,088,044
-43,052
| -4% | -$2.61M | 0.53% | 31 |
|
|
2022
Q4 | $71.9M | Sell |
1,131,096
-32,807
| -3% | -$1.98M | 0.57% | 25 |
|
|
2022
Q3 | $65.3M | Sell |
1,163,903
-11,310
| -1% | -$703K | 0.56% | 29 |
|
|
2022
Q2 | $73.9M | Buy |
1,175,213
+12,189
| +1% | +$773K | 0.65% | 22 |
|
|
2022
Q1 | $72.1M | Sell |
1,163,024
-69,558
| -6% | -$4.23M | 0.51% | 35 |
|
|
2021
Q4 | $75.2M | Sell |
1,232,582
-214,745
| -15% | -$12M | 0.56% | 30 |
|
|
2021
Q3 | $75.9K | Buy |
1,447,327
+299,356
| +26% | +$16.7M | 0.46% | 33 |
|
|
2021
Q2 | $62.1K | Sell |
1,147,971
-107,889
| -9% | -$5.87M | 0.39% | 49 |
|
|
2021
Q1 | $66.2K | Sell |
1,255,860
-4,500
| -0.4% | -$226K | 0.42% | 45 |
|
|
2020
Q4 | $69.1M | Sell |
1,260,360
-28,430
| -2% | -$1.47M | 0.44% | 43 |
|
|
2020
Q3 | $63.6M | Sell |
1,288,790
-27,600
| -2% | -$1.33M | 0.51% | 40 |
|
|
2020
Q2 | $58.8M | Sell |
1,316,390
-11,775
| -0.9% | -$542K | 0.54% | 37 |
|
|
2020
Q1 | $58.8M | Buy |
1,328,165
+27,855
| +2% | +$1.5M | 0.65% | 30 |
|
|
2019
Q4 | $72M | Sell |
1,300,310
-51,030
| -4% | -$2.74M | 0.62% | 31 |
|
|
2019
Q3 | $73.6M | Sell |
1,351,340
-12,322
| -0.9% | -$660K | 0.65% | 30 |
|
|
2019
Q2 | $69.4M | Sell |
1,363,662
-22,800
| -2% | -$1.12M | 0.66% | 29 |
|
|
2019
Q1 | $65M | Buy |
1,386,462
+9,678
| +0.7% | +$453K | 0.63% | 30 |
|
|
2018
Q4 | $65.2M | Buy |
1,376,784
+9,415
| +0.7% | +$451K | 0.73% | 28 |
|
|
2018
Q3 | $63.2M | Buy |
1,367,369
+6,079
| +0.4% | +$278K | 0.58% | 32 |
|
|
2018
Q2 | $59.7M | Sell |
1,361,290
-25,380
| -2% | -$1.1M | 0.61% | 28 |
|
|
2018
Q1 | $60.2M | Buy |
1,386,670
+56,950
| +4% | +$2.56M | 0.63% | 29 |
|
|
2017
Q4 | $61M | Sell |
1,329,720
-94,330
| -7% | -$4.34M | 0.63% | 31 |
|
|
2017
Q3 | $64.1M | Buy |
1,424,050
+5,195
| +0.4% | +$236K | 0.72% | 26 |
|
|
2017
Q2 | $63.8M | Buy |
1,418,855
+16,685
| +1% | +$737K | 0.75% | 22 |
|
|
2017
Q1 | $59.5M | Buy |
1,402,170
+72,710
| +5% | +$3.03M | 0.71% | 29 |
|
|
2016
Q4 | $55.1M | Sell |
1,329,460
-60,264
| -4% | -$2.51M | 0.67% | 30 |
|
|
2016
Q3 | $58.8M | Buy |
1,389,724
+85,100
| +7% | +$3.73M | 0.76% | 23 |
|
|
2016
Q2 | $59.1M | Buy |
1,304,624
+54,800
| +4% | +$2.48M | 0.79% | 21 |
|
|
2016
Q1 | $58M | Sell |
1,249,824
-11,110
| -0.9% | -$484K | 0.83% | 19 |
|
|
2015
Q4 | $54.2M | Sell |
1,260,934
-8,400
| -0.7% | -$356K | 0.77% | 22 |
|
|
2015
Q3 | $50.9M | Sell |
1,269,334
-18,800
| -1% | -$753K | 0.78% | 20 |
|
|
2015
Q2 | $50.5M | Sell |
1,288,134
-134,120
| -9% | -$5.45M | 0.72% | 24 |
|
|
2015
Q1 | $57.7M | Buy |
1,422,254
+800
| +0.1% | +$33.5K | 0.79% | 17 |
|
|
2014
Q4 | $60M | Sell |
1,421,454
-21,101
| -1% | -$901K | 0.82% | 16 |
|
|
2014
Q3 | $61.5M | Sell |
1,442,555
-2,600
| -0.2% | -$107K | 0.86% | 18 |
|
|
2014
Q2 | $61.2M | Sell |
1,445,155
-62,226
| -4% | -$2.52M | 0.85% | 16 |
|
|
2014
Q1 | $58.3M | Sell |
1,507,381
-24,870
| -2% | -$961K | 0.83% | 17 |
|
|
2013
Q4 | $63.3M | Sell |
1,532,251
-75,290
| -5% | -$2.97M | 0.9% | 15 |
|
|
2013
Q3 | $60.9M | Sell |
1,607,541
-113,289
| -7% | -$4.48M | 0.93% | 16 |
|
|
2013
Q2 | $69M | Buy |
+1,720,830
| New | +$71.2M | 1.07% | 15 |
|
Other funds holding KO
VCM
VPM
Nisa Investment Advisors's KO Position: Q1 2026 in Review
Nisa Investment Advisors reduced its Coca-Cola (KO) stake by 5.1% in Q1 2026, selling an estimated $3.91M and leaving 971,088 shares worth $74.4M. The position accounts for 0.28% of the portfolio, ranked #38.
Nisa Investment Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.2M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Nisa Investment Advisors held 971,088 shares of Coca-Cola worth $74.4M as of Q1 2026.
- Nisa Investment Advisors sold 51,761 Coca-Cola shares in Q1 2026, an estimated $3.91M.
- Coca-Cola made up 0.28% of Nisa Investment Advisors's portfolio in Q1 2026, its #38 holding.
- Nisa Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's Coca-Cola position peaked at $83.2M in Q3 2024.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.