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

Nova Wealth 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
Q2 		$10.2K Hold
126
– – 0.01% 399
2026
Q1 		$9.56K Sell
126
-73
-37% -$5.52K 0.01% 372
2025
Q4 		$13.9K Sell
199
-572
-74% -$39.9K 0.01% 321
2025
Q3 		$51.1K Hold
771
– – 0.04% 203
2025
Q2 		$54.5K Buy
771
+671
+671% +$47.8K 0.04% 198
2025
Q1 		$7.16K Sell
100
-100
-50% -$6.68K 0.01% 351
2024
Q4 		$12.5K Buy
+200
New +$13.1K 0.01% 254

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Nova Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 126 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #399.

Nova Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.5K in Q2 2025. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Nova Wealth Management held 126 shares of Coca-Cola worth $10.2K as of Q2 2026.
  • Nova Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Nova Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Coca-Cola position peaked at $54.5K in Q2 2025.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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