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True North Advisors’s Coca-Cola KO Stock Holding History

True North 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 		$711K Sell
8,753
-1,126
-11% -$88.9K 0.07% 147
2026
Q1 		$751K Sell
9,879
-515
-5% -$38.9K 0.09% 128
2025
Q4 		$727K Sell
10,394
-263
-2% -$18.3K 0.09% 131
2025
Q3 		$707K Buy
10,657
+1,308
+14% +$90K 0.11% 105
2025
Q2 		$661K Buy
9,349
+678
+8% +$48.3K 0.13% 118
2025
Q1 		$621K Buy
8,671
+99
+1% +$6.61K 0.11% 122
2024
Q4 		$534K Buy
8,572
+781
+10% +$51K 0.13% 93
2024
Q3 		$560K Sell
7,791
-86
-1% -$5.89K 0.15% 95
2024
Q2 		$501K Sell
7,877
-6,385
-45% -$395K 0.13% 105
2024
Q1 		$873K Buy
14,262
+1,089
+8% +$65.4K 0.24% 78
2023
Q4 		$776K Sell
13,173
-613
-4% -$34.8K 0.2% 75
2023
Q3 		$772K Buy
13,786
+6
+0% +$360 0.24% 78
2023
Q2 		$830K Buy
13,780
+7,555
+121% +$470K 0.24% 81
2023
Q1 		$386K Buy
6,225
+7
+0.1% +$424 0.11% 139
2022
Q4 		$396K Buy
6,218
+6
+0.1% +$362 0.13% 117
2022
Q3 		$347K Sell
6,212
-602
-9% -$37.4K 0.11% 131
2022
Q2 		$428K Buy
6,814
+413
+6% +$26.2K 0.13% 131
2022
Q1 		$396K Sell
6,401
-82
-1% -$4.99K 0.11% 139
2021
Q4 		$383K Sell
6,483
-124
-2% -$6.91K 0.06% 177
2021
Q3 		$346K Sell
6,607
-4,290
-39% -$239K 0.07% 181
2021
Q2 		$589K Buy
10,897
+2,463
+29% +$134K 0.12% 136
2021
Q1 		$444K Buy
8,434
+515
+7% +$25.9K 0.11% 139
2020
Q4 		$434K Sell
7,919
-286
-3% -$14.8K 0.11% 133
2020
Q3 		$405K Sell
8,205
-497
-6% -$23.9K 0.12% 131
2020
Q2 		$388K Buy
8,702
+812
+10% +$37.4K 0.09% 136
2020
Q1 		$349K Sell
7,890
-84
-1% -$4.54K 0.12% 88
2019
Q4 		$441K Buy
+7,974
New +$429K 0.12% 70

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

True North Advisors's KO Position: Q2 2026 in Review

True North Advisors reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $88.9K and leaving 8,753 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #147.

True North Advisors first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $873K in Q1 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • True North Advisors held 8,753 shares of Coca-Cola worth $711K as of Q2 2026.
  • True North Advisors sold 1,126 Coca-Cola shares in Q2 2026, an estimated $88.9K.
  • Coca-Cola made up 0.07% of True North Advisors's portfolio in Q2 2026, its #147 holding.
  • True North Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Coca-Cola position peaked at $873K in Q1 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.