Northstar Advisory Group’s Coca-Cola KO Stock Holding History

Northstar Advisory Group’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	$3.65M	Buy	44,887 +24,288	+118%	+$1.92M	1.13%	22
2026 Q1	$1.57M	Sell	20,599 -41,050	-67%	-$3.1M	0.58%	45
2025 Q4	$4.31M	Buy	61,649 +32,690	+113%	+$2.28M	1.53%	19
2025 Q3	$1.92M	Buy	28,959 +273	+1%	+$18.8K	0.78%	39
2025 Q2	$2.03M	Buy	28,686 +20,334	+243%	+$1.45M	0.99%	33
2025 Q1	$598K	Sell	8,352 -1,500	-15%	-$100K	0.39%	56
2024 Q4	$613K	Sell	9,852 -31,863	-76%	-$2.08M	0.31%	58
2024 Q3	$3M	Buy	41,715 +17,751	+74%	+$1.22M	1.56%	17
2024 Q2	$1.53M	Buy	+23,964	New	+$1.48M	0.88%	33

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's KO Position: Q2 2026 in Review

Northstar Advisory Group increased its Coca-Cola (KO) stake by 118% in Q2 2026, buying an estimated $1.92M and bringing the position to 44,887 shares worth $3.65M. The position accounts for 1.13% of the portfolio, ranked #22.

Northstar Advisory Group first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.31M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Northstar Advisory Group held 44,887 shares of Coca-Cola worth $3.65M as of Q2 2026.
Northstar Advisory Group bought 24,288 Coca-Cola shares in Q2 2026, an estimated $1.92M.
Coca-Cola made up 1.13% of Northstar Advisory Group's portfolio in Q2 2026, its #22 holding.
Northstar Advisory Group first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
Northstar Advisory Group's Coca-Cola position peaked at $4.31M in Q4 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.