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TCV Trust & Wealth Management’s Coca-Cola KO Stock Holding History

TCV Trust & 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
Q2 		$3.73M Buy
45,912
+467
+1% +$36.9K 0.28% 66
2026
Q1 		$3.46M Sell
45,445
-556
-1% -$42K 0.29% 67
2025
Q4 		$3.22M Buy
46,001
+583
+1% +$40.6K 0.26% 69
2025
Q3 		$3.01M Buy
45,418
+313
+0.7% +$21.5K 0.25% 70
2025
Q2 		$3.19M Buy
45,105
+95
+0.2% +$6.77K 0.28% 66
2025
Q1 		$3.22M Sell
45,010
-700
-2% -$46.7K 0.3% 68
2024
Q4 		$2.85M Sell
45,710
-890
-2% -$58.1K 0.26% 68
2024
Q3 		$3.35M Sell
46,600
-225
-0.5% -$15.4K 0.3% 68
2024
Q2 		$2.98M Hold
46,825
– – 0.28% 67
2024
Q1 		$2.86M Sell
46,825
-157
-0.3% -$9.43K 0.27% 69
2023
Q4 		$2.77M Sell
46,982
-2,085
-4% -$118K 0.28% 68
2023
Q3 		$2.75M Buy
49,067
+15
+0% +$900 0.3% 71
2023
Q2 		$2.95M Buy
49,052
+1,464
+3% +$91.1K 0.31% 70
2023
Q1 		$2.95M Buy
47,588
+1,231
+3% +$74.5K 0.33% 69
2022
Q4 		$2.95M Sell
46,357
-460
-1% -$27.8K 0.34% 71
2022
Q3 		$2.62M Sell
46,817
-429
-0.9% -$26.7K 0.33% 70
2022
Q2 		$2.97M Buy
47,246
+305
+0.6% +$19.3K 0.36% 69
2022
Q1 		$2.91M Buy
46,941
+458
+1% +$27.9K 0.31% 73
2021
Q4 		$2.75M Buy
46,483
+364
+0.8% +$20.3K 0.27% 74
2021
Q3 		$2.42M Sell
46,119
-191
-0.4% -$10.6K 0.27% 74
2021
Q2 		$2.49M Sell
46,310
-1,167
-2% -$63.5K 0.27% 75
2021
Q1 		$2.5M Buy
47,477
+183
+0.4% +$9.21K 0.29% 73
2020
Q4 		$2.59M Buy
47,294
+208
+0.4% +$10.8K 0.31% 74
2020
Q3 		$2.32M Sell
47,086
-365
-0.8% -$17.6K 0.31% 74
2020
Q2 		$2.12M Sell
47,451
-1,530
-3% -$70.5K 0.3% 76
2020
Q1 		$2.17M Sell
48,981
-2,254
-4% -$122K 0.36% 69
2019
Q4 		$2.84M Sell
51,235
-125
-0.2% -$6.72K 0.34% 70
2019
Q3 		$2.8M Sell
51,360
-1,125
-2% -$60.2K 0.36% 69
2019
Q2 		$2.67M Buy
52,485
+122
+0.2% +$5.98K 0.35% 71
2019
Q1 		$2.45M Sell
52,363
-2,771
-5% -$130K 0.32% 74
2018
Q4 		$2.61M Sell
55,134
-2,445
-4% -$117K 0.38% 69
2018
Q3 		$2.66M Sell
57,579
-1,490
-3% -$68.1K 0.36% 67
2018
Q2 		$2.59M Sell
59,069
-5,868
-9% -$253K 0.36% 66
2018
Q1 		$2.82M Sell
64,937
-965
-1% -$43.3K 0.4% 64
2017
Q4 		$3.02M Buy
65,902
+1,066
+2% +$49K 0.42% 64
2017
Q3 		$2.92M Buy
64,836
+2,815
+5% +$128K 0.43% 60
2017
Q2 		$2.78M Buy
62,021
+1,100
+2% +$48.6K 0.42% 66
2017
Q1 		$2.59M Buy
60,921
+160
+0.3% +$6.67K 0.4% 67
2016
Q4 		$2.52M Sell
60,761
-200
-0.3% -$8.32K 0.41% 62
2016
Q3 		$2.58M Sell
60,961
-1,725
-3% -$75.6K 0.44% 61
2016
Q2 		$2.84M Buy
62,686
+3,762
+6% +$170K 0.49% 61
2016
Q1 		$2.73M Sell
58,924
-100
-0.2% -$4.35K 0.49% 61
2015
Q4 		$2.54M Sell
59,024
-50
-0.1% -$2.12K 0.45% 62
2015
Q3 		$2.37M Sell
59,074
-520
-0.9% -$20.8K 0.43% 62
2015
Q2 		$2.34M Sell
59,594
-1,326
-2% -$53.9K 0.38% 70
2015
Q1 		$2.47M Buy
60,920
+250
+0.4% +$10.5K 0.4% 68
2014
Q4 		$2.56M Sell
60,670
-750
-1% -$32K 0.42% 69
2014
Q3 		$2.62M Buy
61,420
+434
+0.7% +$17.9K 0.44% 67
2014
Q2 		$2.58M Buy
60,986
+3,129
+5% +$127K 0.42% 70
2014
Q1 		$2.24M Sell
57,857
-1,706
-3% -$65.9K 0.38% 76
2013
Q4 		$2.46M Buy
59,563
+1,752
+3% +$69.1K 0.42% 72
2013
Q3 		$2.19M Sell
57,811
-787
-1% -$31.1K 0.43% 71
2013
Q2 		$2.35M Buy
+58,598
New +$2.43M 0.48% 65

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TCV Trust & Wealth Management's KO Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Coca-Cola (KO) stake by 1% in Q2 2026, buying an estimated $36.9K and bringing the position to 45,912 shares worth $3.73M. The position accounts for 0.28% of the portfolio, ranked #66.

TCV Trust & Wealth Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TCV Trust & Wealth Management held 45,912 shares of Coca-Cola worth $3.73M as of Q2 2026.
  • TCV Trust & Wealth Management bought 467 Coca-Cola shares in Q2 2026, an estimated $36.9K.
  • Coca-Cola made up 0.28% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #66 holding.
  • TCV Trust & Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.