North Point Portfolio Managers
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North Point Portfolio Managers’s Coca-Cola KO Stock Holding History

North Point Portfolio Managers’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 		$137K Buy
+1,574
New +$137K 0.02% 88
2024
Q4 		– Sell
-6,865
Closed -$493K – 81
2024
Q3 		$493K Buy
+6,865
New +$470K 0.08% 62

Other funds holding KO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

North Point Portfolio Managers's KO Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Coca-Cola (KO) in Q3 2026: 1,574 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #88 among its holdings. This is a return to the name: North Point Portfolio Managers previously reported a position in KO as recently as Q3 2024.

North Point Portfolio Managers first reported a position in KO in Q3 2024 and has held it in 2 quarters since. The position peaked at $493K in Q3 2024. 2,896 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • North Point Portfolio Managers held 1,574 shares of Coca-Cola worth $137K as of Q3 2026.
  • Coca-Cola was a new North Point Portfolio Managers position in Q3 2026.
  • Coca-Cola made up 0.02% of North Point Portfolio Managers's portfolio in Q3 2026, its #88 holding.
  • North Point Portfolio Managers first reported a position in Coca-Cola in Q3 2024 and has held it in 2 quarters since.
  • North Point Portfolio Managers's Coca-Cola position peaked at $493K in Q3 2024.
  • 2,896 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.