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 Q3	$283K	Sell	3,137 -200	-6%	-$17.3K	0.2%	71
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

North Capital's KO Position: Q3 2026 in Review

North Capital reduced its Coca-Cola (KO) stake by 6% in Q3 2026, selling an estimated $17.3K and leaving 3,137 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #71.

North Capital first reported a position in KO in Q1 2025 and has held it in 7 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

North Capital held 3,137 shares of Coca-Cola worth $283K as of Q3 2026.
North Capital sold 200 Coca-Cola shares in Q3 2026, an estimated $17.3K.
Coca-Cola made up 0.2% of North Capital's portfolio in Q3 2026, its #71 holding.
North Capital first reported a position in Coca-Cola in Q1 2025 and has held it in 7 quarters since.
3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.