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 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 $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

1 North Wealth Services's KO Position: Q1 2026 in Review

1 North Wealth Services held its Coca-Cola (KO) position steady in Q1 2026 at 1,590 shares worth $121K. 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 9 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

1 North Wealth Services held 1,590 shares of Coca-Cola worth $121K as of Q1 2026.
1 North Wealth Services left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.04% of 1 North Wealth Services's portfolio in Q1 2026, its #66 holding.
1 North Wealth Services first reported a position in Coca-Cola in Q4 2018 and has held it in 9 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.