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TruNorth Capital Management’s Coca-Cola KO Stock Holding History

TruNorth Capital Management’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
2025
Q4 		– Sell
-1,817
Closed -$121K – 266
2025
Q3 		$121K Buy
1,817
+159
+10% +$10.9K 0.02% 118
2025
Q2 		$117K Sell
1,658
-547
-25% -$39K 0.03% 108
2025
Q1 		$158K Buy
2,205
+547
+33% +$36.5K 0.04% 116
2024
Q4 		$103K Hold
1,658
– – 0.03% 99
2024
Q3 		$119K Buy
1,658
+597
+56% +$40.9K 0.04% 89
2024
Q2 		$67.5K Buy
+1,061
New +$65.7K 0.02% 107

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TruNorth Capital Management's KO Position: Q4 2025 in Review

TruNorth Capital Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 1,817 shares — an estimated $121K sold.

TruNorth Capital Management first reported a position in KO in Q2 2024 and held it in 6 quarters. The position peaked at $158K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • TruNorth Capital Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 1,817 Coca-Cola shares in Q4 2025, an estimated $121K.
  • TruNorth Capital Management first reported a position in Coca-Cola in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Coca-Cola position peaked at $158K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.