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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Talisman Wealth Advisors's KO Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $128K and leaving 12,401 shares worth $943K. The position accounts for 0.76% of the portfolio, ranked #36.

Talisman Wealth Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Talisman Wealth Advisors held 12,401 shares of Coca-Cola worth $943K as of Q1 2026.
Talisman Wealth Advisors sold 1,691 Coca-Cola shares in Q1 2026, an estimated $128K.
Coca-Cola made up 0.76% of Talisman Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Talisman Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's Coca-Cola position peaked at $1.01M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.