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Nvest Wealth Strategies’s Coca-Cola KO Stock Holding History

Nvest Wealth Strategies’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 		$6.5K Hold
80
– – ﹤0.01% 140
2026
Q1 		$6.08K Hold
80
– – ﹤0.01% 139
2025
Q4 		$5.59K Buy
+80
New +$5.58K ﹤0.01% 144

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nvest Wealth Strategies's KO Position: Q2 2026 in Review

Nvest Wealth Strategies held its Coca-Cola (KO) position steady in Q2 2026 at 80 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Nvest Wealth Strategies first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Nvest Wealth Strategies held 80 shares of Coca-Cola worth $6.5K as of Q2 2026.
  • Nvest Wealth Strategies left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #140 holding.
  • Nvest Wealth Strategies first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.