TLA
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Tanglewood Legacy Advisors’s Coca-Cola KO Stock Holding History

Tanglewood Legacy 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 		$101K Hold
1,238
– – 0.03% 132
2026
Q1 		$94.2K Hold
1,238
– – 0.03% 131
2025
Q4 		$86.5K Buy
1,238
+244
+25% +$17K 0.03% 135
2025
Q3 		$65.9K Hold
994
– – 0.03% 155
2025
Q2 		$70.3K Hold
994
– – 0.03% 154
2025
Q1 		$71.2K Hold
994
– – 0.03% 150
2024
Q4 		$61.9K Hold
994
– – 0.03% 160
2024
Q3 		$71.4K Hold
994
– – 0.03% 140
2024
Q2 		$63.3K Hold
994
– – 0.03% 143
2024
Q1 		$60.8K Hold
994
– – 0.03% 144
2023
Q4 		$58.6K Hold
994
– – 0.03% 140
2023
Q3 		$55.6K Hold
994
– – 0.03% 145
2023
Q2 		$59.9K Buy
+994
New +$61.8K 0.03% 146

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tanglewood Legacy Advisors's KO Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 1,238 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #132.

Tanglewood Legacy Advisors first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tanglewood Legacy Advisors held 1,238 shares of Coca-Cola worth $101K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #132 holding.
  • Tanglewood Legacy Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.