55 North Private Wealth’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$670K Buy
8,239
+1,693
+26% +$134K 0.13% 81
2026
Q1
$498K Buy
6,546
+388
+6% +$29.3K 0.13% 83
2025
Q4
$431K Buy
+6,158
New +$429K 0.11% 87

Other funds holding KO

55 North Private Wealth's KO Position: Q2 2026 in Review

55 North Private Wealth increased its Coca-Cola (KO) stake by 26% in Q2 2026, buying an estimated $134K and bringing the position to 8,239 shares worth $670K. The position accounts for 0.13% of the portfolio, ranked #81.

55 North Private Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • 55 North Private Wealth held 8,239 shares of Coca-Cola worth $670K as of Q2 2026.
  • 55 North Private Wealth bought 1,693 Coca-Cola shares in Q2 2026, an estimated $134K.
  • Coca-Cola made up 0.13% of 55 North Private Wealth's portfolio in Q2 2026, its #81 holding.
  • 55 North Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.