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Northern Financial Advisors’s Coca-Cola KO Stock Holding History

Northern Financial 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
Q2 		$2.05M Sell
25,208
-139
-0.5% -$11K 1.36% 22
2026
Q1 		$1.93M Buy
25,347
+10,853
+75% +$820K 1.41% 18
2025
Q4 		$1.01M Sell
14,494
-10,437
-42% -$728K 1.16% 23
2025
Q3 		$1.65M Buy
24,931
+3,009
+14% +$207K 0.87% 32
2025
Q2 		$1.55M Buy
21,922
+89
+0.4% +$6.34K 1.16% 26
2025
Q1 		$1.56M Buy
21,833
+2,430
+13% +$162K 1.29% 23
2024
Q4 		$1.21M Buy
19,403
+98
+0.5% +$6.4K 0.97% 35
2024
Q3 		$1.39M Buy
19,305
+594
+3% +$40.7K 1.05% 34
2024
Q2 		$1.19M Sell
18,711
-1,529
-8% -$94.6K 0.96% 34
2024
Q1 		$1.24M Buy
20,240
+262
+1% +$15.7K 0.97% 33
2023
Q4 		$1.18M Buy
19,978
+1,496
+8% +$85K 0.99% 30
2023
Q3 		$1.03M Sell
18,482
-2,348
-11% -$141K 0.95% 32
2023
Q2 		$1.25M Buy
20,830
+1,348
+7% +$83.9K 1.11% 21
2023
Q1 		$1.21M Sell
19,482
-24
-0.1% -$1.45K 1.14% 22
2022
Q4 		$1.24M Buy
+19,506
New +$1.18M 1.4% 17

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Financial Advisors's KO Position: Q2 2026 in Review

Northern Financial Advisors reduced its Coca-Cola (KO) stake by 0.55% in Q2 2026, selling an estimated $11K and leaving 25,208 shares worth $2.05M. The position accounts for 1.36% of the portfolio, ranked #22.

Northern Financial Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Northern Financial Advisors held 25,208 shares of Coca-Cola worth $2.05M as of Q2 2026.
  • Northern Financial Advisors sold 139 Coca-Cola shares in Q2 2026, an estimated $11K.
  • Coca-Cola made up 1.36% of Northern Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Northern Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.