TWM
KO icon

TCFG Wealth Management’s Coca-Cola KO Stock Holding History

TCFG Wealth Management’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 		$222K Buy
+2,919
New +$221K 0.08% 243
2025
Q3 		– Sell
-2,865
Closed -$203K – 276
2025
Q2 		$203K Buy
2,865
+16
+0.6% +$1.14K 0.09% 245
2025
Q1 		$204K Buy
+2,849
New +$190K 0.1% 223
2024
Q4 		– Sell
-2,949
Closed -$212K – 238
2024
Q3 		$212K Buy
+2,949
New +$202K 0.11% 203

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCFG Wealth Management's KO Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in Coca-Cola (KO) in Q1 2026: 2,919 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #243 among its holdings. This is a return to the name: TCFG Wealth Management previously reported a position in KO as recently as Q2 2025.

TCFG Wealth Management first reported a position in KO in Q3 2024 and has held it in 4 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • TCFG Wealth Management held 2,919 shares of Coca-Cola worth $222K as of Q1 2026.
  • Coca-Cola was a new TCFG Wealth Management position in Q1 2026.
  • Coca-Cola made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #243 holding.
  • TCFG Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 4 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.