Talisman Wealth Advisors’s Coca-Cola KO Stock Holding History

Talisman Wealth 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	$1.15M	Buy	14,144 +1,743	+14%	+$138K	0.86%	32
2026 Q1	$943K	Sell	12,401 -1,691	-12%	-$128K	0.76%	36
2025 Q4	$985K	Buy	14,092 +97	+0.7%	+$6.76K	0.77%	38
2025 Q3	$928K	Sell	13,995 -159	-1%	-$10.9K	0.77%	36
2025 Q2	$1M	Buy	14,154 +158	+1%	+$11.3K	0.91%	28
2025 Q1	$1M	Sell	13,996 -180	-1%	-$12K	1.03%	24
2024 Q4	$883K	Buy	14,176 +85	+0.6%	+$5.55K	0.94%	29
2024 Q3	$1.01M	Buy	14,091 +47	+0.3%	+$3.22K	1.07%	24
2024 Q2	$894K	Buy	14,044 +3	+0%	+$186	1.03%	27
2024 Q1	$859K	Sell	14,041 -9	-0.1%	-$541	1.08%	28
2023 Q4	$828K	Buy	14,050 +600	+4%	+$34.1K	1.23%	24
2023 Q3	$753K	Sell	13,450 -126	-0.9%	-$7.56K	1.3%	22
2023 Q2	$818K	Buy	13,576 +425	+3%	+$26.4K	1.39%	21
2023 Q1	$816K	Buy	13,151 +684	+5%	+$41.4K	1.47%	20
2022 Q4	$793K	Buy	+12,467	New	+$753K	1.69%	19

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Talisman Wealth Advisors's KO Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 14,144 shares worth $1.15M. The position accounts for 0.86% of the portfolio, ranked #32.

Talisman Wealth Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Talisman Wealth Advisors held 14,144 shares of Coca-Cola worth $1.15M as of Q2 2026.
Talisman Wealth Advisors bought 1,743 Coca-Cola shares in Q2 2026, an estimated $138K.
Coca-Cola made up 0.86% of Talisman Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Talisman Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.