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North Berkeley Wealth Management’s Coca-Cola KO Stock Holding History

North Berkeley Wealth Management’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 		$262K Buy
+3,218
New +$254K 0.11% 68

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Vanguard Capital Management
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State Street
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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

North Berkeley Wealth Management's KO Position: Q2 2026 in Review

North Berkeley Wealth Management opened a new position in Coca-Cola (KO) in Q2 2026: 3,218 shares worth $262K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • North Berkeley Wealth Management held 3,218 shares of Coca-Cola worth $262K as of Q2 2026.
  • Coca-Cola was a new North Berkeley Wealth Management position in Q2 2026.
  • Coca-Cola made up 0.11% of North Berkeley Wealth Management's portfolio in Q2 2026, its #68 holding.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.