NC
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NovaPoint Capital’s Coca-Cola KO Stock Holding History

NovaPoint Capital’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 		$681K Buy
+8,380
New +$662K 0.14% 91
2025
Q4 		– Sell
-8,236
Closed -$546K – 114
2025
Q3 		$546K Buy
+8,236
New +$567K 0.13% 89
2025
Q2 		– Sell
-8,136
Closed -$583K – 109
2025
Q1 		$583K Hold
8,136
– – 0.18% 84
2024
Q4 		$507K Sell
8,136
-374
-4% -$24.4K 0.15% 87
2024
Q3 		$612K Sell
8,510
-13,000
-60% -$890K 0.19% 82
2024
Q2 		$1.37M Sell
21,510
-4,002
-16% -$248K 0.46% 58
2024
Q1 		$1.56M Buy
25,512
+216
+0.9% +$13K 0.55% 56
2023
Q4 		$1.49M Buy
25,296
+675
+3% +$38.3K 0.55% 54
2023
Q3 		$1.38M Buy
24,621
+152
+0.6% +$9.12K 0.55% 53
2023
Q2 		$1.47M Buy
24,469
+3,401
+16% +$212K 0.55% 54
2023
Q1 		$1.31M Buy
21,068
+16,446
+356% +$996K 0.54% 51
2022
Q4 		$294K Sell
4,622
-3,444
-43% -$208K 0.13% 102
2022
Q3 		$452K Buy
8,066
+55
+0.7% +$3.42K 0.21% 90
2022
Q2 		$504K Buy
8,011
+3,501
+78% +$222K 0.22% 89
2022
Q1 		$280K Buy
4,510
+105
+2% +$6.38K 0.1% 113
2021
Q4 		$261K Sell
4,405
-775
-15% -$43.2K 0.09% 115
2021
Q3 		$272K Sell
5,180
-137
-3% -$7.64K 0.11% 106
2021
Q2 		$288K Hold
5,317
– – 0.12% 96
2021
Q1 		$280K Sell
5,317
-685
-11% -$34.5K 0.13% 95
2020
Q4 		$329K Buy
6,002
+391
+7% +$20.2K 0.17% 84
2020
Q3 		$277K Buy
5,611
+859
+18% +$41.3K 0.18% 80
2020
Q2 		$212K Hold
4,752
– – 0.16% 84
2020
Q1 		$210K Hold
4,752
– – 0.19% 85
2019
Q4 		$263K Buy
+4,752
New +$255K 0.21% 93

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NovaPoint Capital's KO Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Coca-Cola (KO) in Q2 2026: 8,380 shares worth $681K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in KO as recently as Q3 2025.

NovaPoint Capital first reported a position in KO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.56M in Q1 2024. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • NovaPoint Capital held 8,380 shares of Coca-Cola worth $681K as of Q2 2026.
  • Coca-Cola was a new NovaPoint Capital position in Q2 2026.
  • Coca-Cola made up 0.14% of NovaPoint Capital's portfolio in Q2 2026, its #91 holding.
  • NovaPoint Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • NovaPoint Capital's Coca-Cola position peaked at $1.56M in Q1 2024.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.