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 Q3	$4.91M	Sell	57,055 -430	-0.7%	-$37.3K	0.46%	53
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NWF Advisory Services's KO Position: Q3 2026 in Review

NWF Advisory Services reduced its Coca-Cola (KO) stake by 0.75% in Q3 2026, selling an estimated $37.3K and leaving 57,055 shares worth $4.91M. The position accounts for 0.46% of the portfolio, ranked #53.

NWF Advisory Services first reported a position in KO in Q1 2023 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold KO as of Q3 2026.

NWF Advisory Services held 57,055 shares of Coca-Cola worth $4.91M as of Q3 2026.
NWF Advisory Services sold 430 Coca-Cola shares in Q3 2026, an estimated $37.3K.
Coca-Cola made up 0.46% of NWF Advisory Services's portfolio in Q3 2026, its #53 holding.
NWF Advisory Services first reported a position in Coca-Cola in Q1 2023 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.