Nordwand Advisors’s Coca-Cola KO Stock Holding History

Nordwand Advisors’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	$1.45M	Hold	19,067	–	–	0.25%	76
2025 Q4	$1.33M	Hold	19,067	–	–	0.23%	83
2025 Q3	$1.26M	Sell	19,067 -2,400	-11%	-$165K	0.2%	89
2025 Q2	$1.52M	Buy	+21,467	New	+$1.53M	0.24%	72
2024 Q1	–	Sell	-25,336	Closed	-$1.49M	–	164
2023 Q4	$1.49M	Hold	25,336	–	–	0.39%	26
2023 Q3	$1.42M	Sell	25,336 -4,437	-15%	-$266K	0.28%	24
2023 Q2	$1.79M	Sell	29,773 -862	-3%	-$53.6K	0.31%	24
2023 Q1	$1.9M	Sell	30,635 -36,428	-54%	-$2.21M	0.31%	23
2022 Q4	$4.27M	Buy	+67,063	New	+$4.05M	0.53%	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

Nordwand Advisors's KO Position: Q1 2026 in Review

Nordwand Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 19,067 shares worth $1.45M. The position accounts for 0.25% of the portfolio, ranked #76.

Nordwand Advisors first reported a position in KO in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.27M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Nordwand Advisors held 19,067 shares of Coca-Cola worth $1.45M as of Q1 2026.
Nordwand Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.25% of Nordwand Advisors's portfolio in Q1 2026, its #76 holding.
Nordwand Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 9 quarters since.
Nordwand Advisors's Coca-Cola position peaked at $4.27M in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Nordwand Advisors's 13F filing for Q1 2026, filed 7 May 2026.