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TrueNorth Wealth & Impact, LLC’s Coca-Cola KO Stock Holding History

TrueNorth Wealth & Impact, 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
Q3 		$536K Buy
+6,230
New +$540K 0.2% 75

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's KO Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Coca-Cola (KO) in Q3 2026: 6,230 shares worth $536K. The stake represents 0.2% of the portfolio and ranks #75 among its holdings.

3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 6,230 shares of Coca-Cola worth $536K as of Q3 2026.
  • Coca-Cola was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Coca-Cola made up 0.2% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #75 holding.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.