Nvest Financial’s Coca-Cola KO Stock Holding History

Nvest Financial’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 Q1	$705K	Hold	9,272	–	–	0.26%	77
2025 Q4	$648K	Buy	9,272 +2,307	+33%	+$161K	0.27%	73
2025 Q3	$462K	Buy	+6,965	New	+$479K	0.27%	76

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nvest Financial's KO Position: Q1 2026 in Review

Nvest Financial held its Coca-Cola (KO) position steady in Q1 2026 at 9,272 shares worth $705K. The position accounts for 0.26% of the portfolio, ranked #77.

Nvest Financial first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Nvest Financial held 9,272 shares of Coca-Cola worth $705K as of Q1 2026.
Nvest Financial left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.26% of Nvest Financial's portfolio in Q1 2026, its #77 holding.
Nvest Financial first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.