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NorthAvenue LLC’s Coca-Cola KO Stock Holding History

NorthAvenue LLC’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 		– Sell
-7
Closed -$490 – 324
2025
Q4 		$490 Buy
+7
New +$488 ﹤0.01% 273

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Fidelity Investments
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
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NorthAvenue LLC's KO Position: Q1 2026 in Review

NorthAvenue LLC sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 7 shares — an estimated $490 sold.

NorthAvenue LLC first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $490 in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • NorthAvenue LLC reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • NorthAvenue LLC sold 7 Coca-Cola shares in Q1 2026, an estimated $490.
  • NorthAvenue LLC first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
  • NorthAvenue LLC's Coca-Cola position peaked at $490 in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on NorthAvenue LLC's 13F filing for Q1 2026, filed 15 Apr 2026.