SEC 13F Intelligence

Bnc Wealth Management, LLC / KO

Bnc Wealth Management, LLC’s Coca Cola Co Position

Does Bnc Wealth Management, LLC own Coca Cola Co (KO)? Not currently — the last reported position was 57.1K shares worth $3M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2023
Shares
57.1K
% of Portfolio
+1.83%
Quarters Held
3
position exited

Position History KO

Reported value by quarter
Q3 ’20: $80,000Q3 ’20Q1 ’23: $497,357Q1 ’23Q2 ’23: $3MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202357.1K$3M+1.83%
Q1 20238.0K$497,357+0.28%
Q3 20201.6K$80,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of KO.