1 North Wealth Services’s Coca-Cola KO Stock Holding History

1 North Wealth 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	$129K	Hold	1,590	–	–	0.04%	66
2026 Q1	$121K	Hold	1,590	–	–	0.04%	66
2025 Q4	$111K	Hold	1,590	–	–	0.04%	70
2025 Q3	$105K	Hold	1,590	–	–	0.04%	68
2025 Q2	$112K	Hold	1,590	–	–	0.04%	67
2025 Q1	$114K	Buy	+1,590	New	+$106K	0.05%	64
2019 Q4	$81K	Sell	1,455 -165	-10%	-$8.87K	0.05%	81
2019 Q3	$88K	Buy	+1,620	New	+$86.7K	0.06%	69
2019 Q1	$76K	Sell	1,620 -36	-2%	-$1.68K	0.05%	67
2018 Q4	$78K	Buy	+1,656	New	+$79.3K	0.07%	66

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 $3.38T AUM 44.17% 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

1 North Wealth Services's KO Position: Q2 2026 in Review

1 North Wealth Services held its Coca-Cola (KO) position steady in Q2 2026 at 1,590 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #66.

1 North Wealth Services first reported a position in KO in Q4 2018 and has held it in 10 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

1 North Wealth Services held 1,590 shares of Coca-Cola worth $129K as of Q2 2026.
1 North Wealth Services left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.04% of 1 North Wealth Services's portfolio in Q2 2026, its #66 holding.
1 North Wealth Services first reported a position in Coca-Cola in Q4 2018 and has held it in 10 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.