Nissay Asset Management’s Coca-Cola KO Stock Holding History

Nissay Asset 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	$44M	Buy	578,278 +7,302	+1%	+$552K	0.23%	72
2025 Q4	$39.9M	Buy	570,976 +8,263	+1%	+$576K	0.21%	79
2025 Q3	$37.3M	Sell	562,713 -20,874	-4%	-$1.44M	0.21%	76
2025 Q2	$41.3M	Buy	583,587 +3,175	+0.5%	+$226K	0.24%	69
2025 Q1	$41.6M	Buy	580,412 +6,086	+1%	+$406K	0.27%	65
2024 Q4	$35.9M	Sell	574,326 -1,918	-0.3%	-$125K	0.22%	71
2024 Q3	$41.4M	Buy	576,244 +8,943	+2%	+$612K	0.26%	59
2024 Q2	$36.1M	Buy	567,301 +12,594	+2%	+$780K	0.24%	64
2024 Q1	$33.9M	Buy	554,707 +2,319	+0.4%	+$139K	0.24%	65
2023 Q4	$32.6M	Sell	552,388 -25,111	-4%	-$1.43M	0.26%	61
2023 Q3	$32.3M	Buy	577,499 +5,221	+0.9%	+$313K	0.29%	54
2023 Q2	$34.5M	Sell	572,278 -5,686	-1%	-$354K	0.3%	53
2023 Q1	$35.9M	Sell	577,964 -21,163	-4%	-$1.28M	0.32%	55
2022 Q4	$38.1M	Sell	599,127 -74,077	-11%	-$4.47M	0.36%	51
2022 Q3	$37.7M	Buy	673,204 +5,009	+0.7%	+$311K	0.4%	45
2022 Q2	$42M	Buy	668,195 +39,743	+6%	+$2.52M	0.42%	38
2022 Q1	$39M	Buy	628,452 +2,006	+0.3%	+$122K	0.34%	49
2021 Q4	$37.1M	Sell	626,446 -3,717	-0.6%	-$207K	0.28%	57
2021 Q3	$33.1M	Buy	630,163 +29,089	+5%	+$1.62M	0.28%	55
2021 Q2	$32.5M	Buy	601,074 +5,253	+0.9%	+$286K	0.29%	55
2021 Q1	$31.4M	Sell	595,821 -42,084	-7%	-$2.12M	0.31%	55
2020 Q4	$35M	Sell	637,905 -176,911	-22%	-$9.15M	0.53%	39
2020 Q3	$40.2M	Sell	814,816 -91,685	-10%	-$4.41M	0.68%	26
2020 Q2	$40.5M	Buy	906,501 +91,018	+11%	+$4.19M	0.79%	22
2020 Q1	$36.1M	Buy	815,483 +71,486	+10%	+$3.86M	0.92%	15
2019 Q4	$41.2M	Buy	743,997 +158,681	+27%	+$8.53M	0.92%	14
2019 Q3	$31.9M	Buy	585,316 +107,309	+22%	+$5.75M	0.78%	19
2019 Q2	$24.3M	Buy	478,007 +41,397	+9%	+$2.03M	0.62%	33
2019 Q1	$20.5M	Sell	436,610 -11,981	-3%	-$560K	0.54%	39
2018 Q4	$21.2M	Buy	448,591 +21,275	+5%	+$1.02M	0.65%	30
2018 Q3	$19.7M	Buy	427,316 +10,422	+2%	+$476K	0.53%	38
2018 Q2	$18.3M	Sell	416,894 -61,778	-13%	-$2.67M	0.54%	41
2018 Q1	$20.8M	Sell	478,672 -9,554	-2%	-$429K	0.65%	31
2017 Q4	$22.4M	Buy	+488,226	New	+$22.4M	0.68%	29

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

Nissay Asset Management's KO Position: Q1 2026 in Review

Nissay Asset Management increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $552K and bringing the position to 578,278 shares worth $44M. The position accounts for 0.23% of the portfolio, ranked #72.

Nissay Asset Management first reported a position in KO in Q4 2017 and has held it in 34 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Nissay Asset Management held 578,278 shares of Coca-Cola worth $44M as of Q1 2026.
Nissay Asset Management bought 7,302 Coca-Cola shares in Q1 2026, an estimated $552K.
Coca-Cola made up 0.23% of Nissay Asset Management's portfolio in Q1 2026, its #72 holding.
Nissay Asset Management first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.