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TCM Advisors’s Coca-Cola KO Stock Holding History

TCM 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 		– Hold
0
– – – 19
2025
Q4 		– Hold
0
– – – 14
2025
Q3 		– Hold
0
– – – 16
2025
Q2 		– Hold
0
– – – 14
2025
Q1 		– Hold
0
– – – 12
2024
Q4 		– Hold
0
– – – 11
2024
Q3 		– Hold
0
– – – 11
2024
Q2 		– Hold
0
– – – 6
2024
Q1 		– Hold
0
– – – 11
2023
Q4 		– Hold
0
– – – 11
2023
Q3 		– Hold
0
– – – 7
2023
Q2 		– Hold
0
– – – 14
2023
Q1 		– Hold
0
– – – 10
2022
Q4 		– Hold
0
– – – 8
2022
Q3 		– Hold
0
– – – 9
2022
Q2 		– Hold
0
– – – 6
2022
Q1 		– Sell
-30,929
Closed -$1.88M – 8
2021
Q4 		$1.85M Buy
+30,929
New +$1.72M 1.63% 8

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

TCM Advisors's KO Position: Q1 2026 in Review

TCM Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 0 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #19.

TCM Advisors first reported a position in KO in Q4 2021 and has held it in 1 quarter since. The position peaked at $1.85M in Q4 2021. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • TCM Advisors held 0 shares of Coca-Cola worth $1.23M as of Q1 2026.
  • TCM Advisors left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.09% of TCM Advisors's portfolio in Q1 2026, its #19 holding.
  • TCM Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 1 quarter since.
  • TCM Advisors's Coca-Cola position peaked at $1.85M in Q4 2021.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TCM Advisors's 13F filing for Q1 2026, filed 14 May 2026.