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 Q2	$4.67M	Sell	57,485 -6	-0%	-$474	0.44%	52
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 $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 $3.37T AUM 44.26% 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

NWF Advisory Services's KO Position: Q2 2026 in Review

NWF Advisory Services reduced its Coca-Cola (KO) stake by 0.01% in Q2 2026, selling an estimated $474 and leaving 57,485 shares worth $4.67M. The position accounts for 0.44% of the portfolio, ranked #52.

NWF Advisory Services first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

NWF Advisory Services held 57,485 shares of Coca-Cola worth $4.67M as of Q2 2026.
NWF Advisory Services sold 6 Coca-Cola shares in Q2 2026, an estimated $474.
Coca-Cola made up 0.44% of NWF Advisory Services's portfolio in Q2 2026, its #52 holding.
NWF Advisory Services first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.