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 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 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

Northern Financial Advisors's KO Position: Q1 2026 in Review

Northern Financial Advisors increased its Coca-Cola (KO) stake by 75% in Q1 2026, buying an estimated $820K and bringing the position to 25,347 shares worth $1.93M. The position accounts for 1.41% of the portfolio, ranked #18.

Northern Financial Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Northern Financial Advisors held 25,347 shares of Coca-Cola worth $1.93M as of Q1 2026.
Northern Financial Advisors bought 10,853 Coca-Cola shares in Q1 2026, an estimated $820K.
Coca-Cola made up 1.41% of Northern Financial Advisors's portfolio in Q1 2026, its #18 holding.
Northern Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.