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Novem Group’s Coca-Cola KO Stock Holding History

Novem Group’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 		$533K Buy
6,555
+407
+7% +$32.1K 0.05% 270
2026
Q1 		$468K Sell
6,148
-101
-2% -$7.63K 0.05% 277
2025
Q4 		$437K Sell
6,249
-696
-10% -$48.5K 0.05% 287
2025
Q3 		$461K Sell
6,945
-30
-0.4% -$2.06K 0.05% 277
2025
Q2 		$494K Sell
6,975
-1,311
-16% -$93.4K 0.06% 251
2025
Q1 		$593K Sell
8,286
-276
-3% -$18.4K 0.08% 204
2024
Q4 		$533K Buy
+8,562
New +$559K 0.08% 223

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Novem Group's KO Position: Q2 2026 in Review

Novem Group increased its Coca-Cola (KO) stake by 6.6% in Q2 2026, buying an estimated $32.1K and bringing the position to 6,555 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #270.

Novem Group first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Novem Group held 6,555 shares of Coca-Cola worth $533K as of Q2 2026.
  • Novem Group bought 407 Coca-Cola shares in Q2 2026, an estimated $32.1K.
  • Coca-Cola made up 0.05% of Novem Group's portfolio in Q2 2026, its #270 holding.
  • Novem Group first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Coca-Cola position peaked at $593K in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.