TIA
KO icon

TCFG Investment Advisors’s Coca-Cola KO Stock Holding History

TCFG Investment 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 		$246K Buy
3,021
+102
+3% +$8.06K 0.08% 248
2026
Q1 		$222K Buy
+2,919
New +$221K 0.08% 243

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

TCFG Investment Advisors's KO Position: Q2 2026 in Review

TCFG Investment Advisors increased its Coca-Cola (KO) stake by 3.5% in Q2 2026, buying an estimated $8.06K and bringing the position to 3,021 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #248.

TCFG Investment Advisors first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TCFG Investment Advisors held 3,021 shares of Coca-Cola worth $246K as of Q2 2026.
  • TCFG Investment Advisors bought 102 Coca-Cola shares in Q2 2026, an estimated $8.06K.
  • Coca-Cola made up 0.08% of TCFG Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • TCFG Investment Advisors first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.