North Capital’s Coca-Cola KO Stock Holding History

North Capital’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	$271K	Hold	3,337	–	–	0.2%	77
2026 Q1	$254K	Sell	3,337 -430	-11%	-$32.5K	0.22%	75
2025 Q4	$263K	Buy	3,767 +451	+14%	+$31.4K	0.23%	67
2025 Q3	$220K	Buy	3,316 +37	+1%	+$2.55K	0.17%	73
2025 Q2	$232K	Sell	3,279 -40	-1%	-$2.85K	0.2%	66
2025 Q1	$238K	Buy	+3,319	New	+$222K	0.22%	63

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

North Capital's KO Position: Q2 2026 in Review

North Capital held its Coca-Cola (KO) position steady in Q2 2026 at 3,337 shares worth $271K. The position accounts for 0.2% of the portfolio, ranked #77.

North Capital first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

North Capital held 3,337 shares of Coca-Cola worth $271K as of Q2 2026.
North Capital left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.2% of North Capital's portfolio in Q2 2026, its #77 holding.
North Capital first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.