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

TCI 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	$341K	Sell	4,197 -102	-2%	-$8.06K	0.01%	192
2026 Q1	$327K	Sell	4,299 -1,332	-24%	-$101K	0.02%	183
2025 Q4	$394K	Buy	5,631 +127	+2%	+$8.85K	0.02%	168
2025 Q3	$365K	Sell	5,504 -160	-3%	-$11K	0.02%	179
2025 Q2	$401K	Buy	5,664 +550	+11%	+$39.2K	0.03%	165
2025 Q1	$366K	Buy	5,114 +8	+0.2%	+$534	0.03%	157
2024 Q4	$318K	Buy	5,106 +479	+10%	+$31.3K	0.03%	167
2024 Q3	$332K	Sell	4,627 -217	-4%	-$14.9K	0.03%	165
2024 Q2	$308K	Buy	4,844 +141	+3%	+$8.73K	0.03%	172
2024 Q1	$288K	Buy	4,703 +26	+0.6%	+$1.56K	0.03%	174
2023 Q4	$276K	Sell	4,677 -638	-12%	-$36.2K	0.03%	169
2023 Q3	$298K	Sell	5,315 -124	-2%	-$7.44K	0.04%	154
2023 Q2	$328K	Sell	5,439 -5	-0.1%	-$311	0.04%	143
2023 Q1	$338K	Sell	5,444 -135	-2%	-$8.17K	0.04%	137
2022 Q4	$355K	Buy	5,579 +196	+4%	+$11.8K	0.05%	128
2022 Q3	$302K	Sell	5,383 -420	-7%	-$26.1K	0.05%	123
2022 Q2	$365K	Buy	5,803 +336	+6%	+$21.3K	0.06%	122
2022 Q1	$339K	Buy	5,467 +407	+8%	+$24.8K	0.05%	129
2021 Q4	$300K	Buy	5,060 +176	+4%	+$9.8K	0.04%	134
2021 Q3	$256K	Sell	4,884 -10,283	-68%	-$573K	0.04%	159
2021 Q2	$821K	Buy	15,167 +11,323	+295%	+$616K	0.14%	71
2021 Q1	$203K	Buy	3,844 +382	+11%	+$19.2K	0.09%	163
2020 Q4	$190K	Sell	3,462 -718	-17%	-$37.1K	0.08%	165
2020 Q3	$206K	Buy	4,180 +13	+0.3%	+$625	0.08%	153
2020 Q2	$186K	Sell	4,167 -817	-16%	-$37.6K	0.08%	153
2020 Q1	$221K	Buy	4,984 +792	+19%	+$42.8K	0.11%	133
2019 Q4	$232K	Buy	4,192 +203	+5%	+$10.9K	0.09%	158
2019 Q3	$217K	Buy	3,989 +243	+6%	+$13K	0.1%	137
2019 Q2	$191K	Sell	3,746 -174	-4%	-$8.53K	0.09%	146
2019 Q1	$184K	Sell	3,920 -33	-0.8%	-$1.54K	0.08%	160
2018 Q4	$187K	Sell	3,953 -1,286	-25%	-$61.6K	0.09%	146
2018 Q3	$242K	Sell	5,239 -1,450	-22%	-$66.2K	0.1%	132
2018 Q2	$293K	Sell	6,689 -128	-2%	-$5.53K	0.13%	114
2018 Q1	$296K	Sell	6,817 -3,689	-35%	-$166K	0.14%	110
2017 Q4	$482K	Sell	10,506 -71	-0.7%	-$3.26K	0.21%	88
2017 Q3	$476K	Sell	10,577 -353	-3%	-$16.1K	0.23%	76
2017 Q2	$490K	Buy	10,930 +2,383	+28%	+$105K	0.25%	75
2017 Q1	$363K	Sell	8,547 -76	-0.9%	-$3.17K	0.19%	86
2016 Q4	$358K	Sell	8,623 -151	-2%	-$6.28K	0.19%	91
2016 Q3	$371K	Buy	8,774 +121	+1%	+$5.3K	0.2%	85
2016 Q2	$392K	Sell	8,653 -395	-4%	-$17.9K	0.22%	81
2016 Q1	$420K	Sell	9,048 -2,450	-21%	-$107K	0.23%	79
2015 Q4	$494K	Buy	11,498 +422	+4%	+$17.9K	0.28%	73
2015 Q3	$444K	Buy	11,076 +616	+6%	+$24.7K	0.27%	74
2015 Q2	$410K	Sell	10,460 -77	-0.7%	-$3.13K	0.23%	77
2015 Q1	$427K	Buy	10,537 +1,650	+19%	+$69K	0.27%	71
2014 Q4	$375K	Buy	8,887 +103	+1%	+$4.4K	0.23%	78
2014 Q3	$375K	Sell	8,784 -484	-5%	-$20K	0.24%	75
2014 Q2	$393K	Sell	9,268 -187	-2%	-$7.59K	0.24%	76
2014 Q1	$366K	Sell	9,455 -1,088	-10%	-$42K	0.24%	76
2013 Q4	$436K	Buy	10,543 +2,748	+35%	+$108K	0.27%	70
2013 Q3	$295K	Buy	7,795 +46	+0.6%	+$1.82K	0.22%	79
2013 Q2	$311K	Buy	+7,749	New	+$321K	0.24%	73

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

TCI Wealth Advisors reduced its Coca-Cola (KO) stake by 2.4% in Q2 2026, selling an estimated $8.06K and leaving 4,197 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #192.

TCI Wealth Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $821K in Q2 2021. 1,603 funds tracked by Wall St. Rank hold KO as of Q2 2026.

TCI Wealth Advisors held 4,197 shares of Coca-Cola worth $341K as of Q2 2026.
TCI Wealth Advisors sold 102 Coca-Cola shares in Q2 2026, an estimated $8.06K.
Coca-Cola made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #192 holding.
TCI Wealth Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Coca-Cola position peaked at $821K in Q2 2021.
1,603 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.