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North Forty Two & Co’s Coca-Cola KO Stock Holding History

North Forty Two & Co’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 		$504K Sell
6,197
-125
-2% -$9.87K 0.43% 64
2026
Q1 		$481K Hold
6,322
– – 0.44% 65
2025
Q4 		$442K Hold
6,322
– – 0.42% 67
2025
Q3 		$419K Sell
6,322
-200
-3% -$13.8K 0.41% 68
2025
Q2 		$461K Sell
6,522
-34
-0.5% -$2.42K 0.49% 60
2025
Q1 		$470K Buy
6,556
+7
+0.1% +$467 0.52% 55
2024
Q4 		$408K Buy
+6,549
New +$427K 0.47% 63

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

North Forty Two & Co's KO Position: Q2 2026 in Review

North Forty Two & Co reduced its Coca-Cola (KO) stake by 2% in Q2 2026, selling an estimated $9.87K and leaving 6,197 shares worth $504K. The position accounts for 0.43% of the portfolio, ranked #64.

North Forty Two & Co first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,974 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • North Forty Two & Co held 6,197 shares of Coca-Cola worth $504K as of Q2 2026.
  • North Forty Two & Co sold 125 Coca-Cola shares in Q2 2026, an estimated $9.87K.
  • Coca-Cola made up 0.43% of North Forty Two & Co's portfolio in Q2 2026, its #64 holding.
  • North Forty Two & Co first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.