NWF Advisory Services’s Coca-Cola KO Stock Holding History

NWF Advisory Services’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	$4.37M	Buy	57,491 +3,231	+6%	+$244K	0.49%	47
2025 Q4	$3.79M	Buy	54,260 +3,436	+7%	+$240K	0.42%	54
2025 Q3	$3.37M	Buy	50,824 +7,091	+16%	+$488K	0.37%	63
2025 Q2	$3.09M	Buy	43,733 +4,261	+11%	+$304K	0.37%	61
2025 Q1	$2.83M	Sell	39,472 -9,645	-20%	-$644K	0.4%	57
2024 Q4	$3.06M	Buy	49,117 +12,058	+33%	+$787K	0.45%	46
2024 Q3	$2.66M	Buy	37,059 +256	+0.7%	+$17.5K	0.39%	57
2024 Q2	$2.34M	Buy	36,803 +368	+1%	+$22.8K	0.37%	59
2024 Q1	$2.23M	Sell	36,435 -1,922	-5%	-$115K	0.37%	56
2023 Q4	$2.26M	Buy	38,357 +4,290	+13%	+$244K	0.45%	45
2023 Q3	$1.91M	Buy	34,067 +1,982	+6%	+$119K	0.45%	45
2023 Q2	$1.93M	Hold	32,085	–	–	0.45%	46
2023 Q1	$1.93M	Buy	+32,085	New	+$1.94M	0.45%	46

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

NWF Advisory Services's KO Position: Q1 2026 in Review

NWF Advisory Services increased its Coca-Cola (KO) stake by 6% in Q1 2026, buying an estimated $244K and bringing the position to 57,491 shares worth $4.37M. The position accounts for 0.49% of the portfolio, ranked #47.

NWF Advisory Services first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

NWF Advisory Services held 57,491 shares of Coca-Cola worth $4.37M as of Q1 2026.
NWF Advisory Services bought 3,231 Coca-Cola shares in Q1 2026, an estimated $244K.
Coca-Cola made up 0.49% of NWF Advisory Services's portfolio in Q1 2026, its #47 holding.
NWF Advisory Services first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.