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 Q2	$724K	Sell	8,908 -364	-4%	-$28.7K	0.23%	85
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nvest Financial's KO Position: Q2 2026 in Review

Nvest Financial reduced its Coca-Cola (KO) stake by 3.9% in Q2 2026, selling an estimated $28.7K and leaving 8,908 shares worth $724K. The position accounts for 0.23% of the portfolio, ranked #85.

Nvest Financial first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Nvest Financial held 8,908 shares of Coca-Cola worth $724K as of Q2 2026.
Nvest Financial sold 364 Coca-Cola shares in Q2 2026, an estimated $28.7K.
Coca-Cola made up 0.23% of Nvest Financial's portfolio in Q2 2026, its #85 holding.
Nvest Financial first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.