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PW Nova Financial Services’s Coca-Cola KO Stock Holding History

PW Nova Financial 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 		$1.69M Sell
20,734
-3,658
-15% -$289K 0.36% 69
2026
Q1 		$1.86M Buy
24,392
+903
+4% +$68.3K 0.47% 58
2025
Q4 		$1.62M Buy
+23,489
New +$1.64M 0.62% 41

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PW Nova Financial Services's KO Position: Q2 2026 in Review

PW Nova Financial Services reduced its Coca-Cola (KO) stake by 15% in Q2 2026, selling an estimated $289K and leaving 20,734 shares worth $1.69M. The position accounts for 0.36% of the portfolio, ranked #69.

PW Nova Financial Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PW Nova Financial Services held 20,734 shares of Coca-Cola worth $1.69M as of Q2 2026.
  • PW Nova Financial Services sold 3,658 Coca-Cola shares in Q2 2026, an estimated $289K.
  • Coca-Cola made up 0.36% of PW Nova Financial Services's portfolio in Q2 2026, its #69 holding.
  • PW Nova Financial Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • PW Nova Financial Services's Coca-Cola position peaked at $1.86M in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.