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 Q2	$1.58M	Buy	19,467 +400	+2%	+$31.6K	0.24%	80
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 $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 $3.38T AUM 44.17% 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

Nordwand Advisors's KO Position: Q2 2026 in Review

Nordwand Advisors increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 19,467 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #80.

Nordwand Advisors first reported a position in KO in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.27M in Q4 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Nordwand Advisors held 19,467 shares of Coca-Cola worth $1.58M as of Q2 2026.
Nordwand Advisors bought 400 Coca-Cola shares in Q2 2026, an estimated $31.6K.
Coca-Cola made up 0.24% of Nordwand Advisors's portfolio in Q2 2026, its #80 holding.
Nordwand Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 10 quarters since.
Nordwand Advisors's Coca-Cola position peaked at $4.27M in Q4 2022.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.