North Ridge Wealth Advisors’s Coca-Cola KO Stock Holding History

North Ridge Wealth Advisors’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 Q1	$2.28K	Hold	30	–	–	﹤0.01%	166
2025 Q4	$2.1K	Hold	30	–	–	﹤0.01%	157
2025 Q3	$1.99K	Hold	30	–	–	﹤0.01%	162
2025 Q2	$2.12K	Hold	30	–	–	﹤0.01%	151
2025 Q1	$2.15K	Hold	30	–	–	﹤0.01%	141
2024 Q4	$1.87K	Buy	+30	New	+$1.96K	﹤0.01%	152

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

North Ridge Wealth Advisors's KO Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 30 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

North Ridge Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

North Ridge Wealth Advisors held 30 shares of Coca-Cola worth $2.28K as of Q1 2026.
North Ridge Wealth Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #166 holding.
North Ridge Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.