Nova R Wealth’s Coca-Cola KO Stock Holding History

Nova R Wealth’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	–	Sell	-2,861	Closed	-$218K	–	89
2026 Q1	$218K	Buy	+2,861	New	+$216K	0.07%	86
2025 Q4	–	Sell	-3,726	Closed	-$247K	–	90
2025 Q3	$247K	Buy	3,726 +13	+0.4%	+$895	0.1%	74
2025 Q2	$263K	Buy	3,713 +13	+0.4%	+$926	0.12%	71
2025 Q1	$265K	Hold	3,700	–	–	0.13%	69
2024 Q4	$230K	Buy	3,700 +25	+0.7%	+$1.63K	0.12%	74
2024 Q3	$264K	Buy	3,675 +13	+0.4%	+$890	0.13%	71
2024 Q2	$233K	Buy	3,662 +14	+0.4%	+$867	0.12%	74
2024 Q1	$223K	Hold	3,648	–	–	0.12%	76
2023 Q4	$215K	Buy	+3,648	New	+$207K	0.14%	61

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Nova R Wealth's KO Position: Q2 2026 in Review

Nova R Wealth sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,861 shares — an estimated $218K sold.

Nova R Wealth first reported a position in KO in Q4 2023 and held it in 9 quarters. The position peaked at $265K in Q1 2025. 784 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Nova R Wealth reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Nova R Wealth sold 2,861 Coca-Cola shares in Q2 2026, an estimated $218K.
Nova R Wealth first reported a position in Coca-Cola in Q4 2023 and held it in 9 quarters.
Nova R Wealth's Coca-Cola position peaked at $265K in Q1 2025.
784 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.