TD Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.95M | Sell |
25,694
-91
| -0.4% | -$6.88K | 0.18% | 57 |
|
|
2025
Q4 | $1.8M | Buy |
25,785
+171
| +0.7% | +$11.9K | 0.16% | 57 |
|
|
2025
Q3 | $1.7M | Buy |
25,614
+9
| +0% | +$619 | 0.15% | 55 |
|
|
2025
Q2 | $1.81M | Buy |
25,605
+10
| +0% | +$712 | 0.17% | 53 |
|
|
2025
Q1 | $1.83M | Hold |
25,595
| – | – | 0.19% | 50 |
|
|
2024
Q4 | $1.59M | Buy |
25,595
+19
| +0.1% | +$1.24K | 0.16% | 53 |
|
|
2024
Q3 | $1.84M | Buy |
25,576
+1,317
| +5% | +$90.2K | 0.18% | 48 |
|
|
2024
Q2 | $1.54M | Buy |
24,259
+23,840
| +5,690% | +$1.48M | 0.16% | 47 |
|
|
2024
Q1 | $25.6K | Buy |
419
+16
| +4% | +$961 | ﹤0.01% | 226 |
|
|
2023
Q4 | $23.7K | Sell |
403
-6,362
| -94% | -$361K | ﹤0.01% | 235 |
|
|
2023
Q3 | $379K | Sell |
6,765
-103
| -1% | -$6.18K | 0.05% | 69 |
|
|
2023
Q2 | $414K | Buy |
6,868
+47
| +0.7% | +$2.92K | 0.05% | 67 |
|
|
2023
Q1 | $423K | Hold |
6,821
| – | – | 0.05% | 63 |
|
|
2022
Q4 | $434K | Buy |
6,821
+241
| +4% | +$14.5K | 0.06% | 61 |
|
|
2022
Q3 | $369K | Sell |
6,580
-11
| -0.2% | -$684 | 0.05% | 65 |
|
|
2022
Q2 | $415K | Buy |
6,591
+188
| +3% | +$11.9K | 0.06% | 59 |
|
|
2022
Q1 | $397K | Buy |
6,403
+5,849
| +1,056% | +$356K | 0.05% | 65 |
|
|
2021
Q4 | $33K | Hold |
554
| – | – | ﹤0.01% | 188 |
|
|
2021
Q3 | $29K | Hold |
554
| – | – | ﹤0.01% | 184 |
|
|
2021
Q2 | $30K | Hold |
554
| – | – | ﹤0.01% | 174 |
|
|
2021
Q1 | $29K | Buy |
554
+3
| +0.5% | +$151 | ﹤0.01% | 166 |
|
|
2020
Q4 | $30K | Buy |
551
+2
| +0.4% | +$103 | ﹤0.01% | 152 |
|
|
2020
Q3 | $27K | Buy |
549
+11
| +2% | +$529 | ﹤0.01% | 139 |
|
|
2020
Q2 | $24K | Buy |
538
+135
| +33% | +$6.22K | ﹤0.01% | 141 |
|
|
2020
Q1 | $18K | Buy |
403
+40
| +11% | +$2.16K | ﹤0.01% | 139 |
|
|
2019
Q4 | $20K | Hold |
363
| – | – | ﹤0.01% | 154 |
|
|
2019
Q3 | $20K | Sell |
363
-30
| -8% | -$1.61K | ﹤0.01% | 150 |
|
|
2019
Q2 | $20K | Buy |
393
+30
| +8% | +$1.47K | ﹤0.01% | 144 |
|
|
2019
Q1 | $17K | Hold |
363
| – | – | ﹤0.01% | 120 |
|
|
2018
Q4 | $17K | Buy |
363
+160
| +79% | +$7.66K | ﹤0.01% | 120 |
|
|
2018
Q3 | $9K | Buy |
+203
| New | +$9.28K | ﹤0.01% | 141 |
|
|
2017
Q4 | – | Sell |
-72
| Closed | -$3K | – | 233 |
|
|
2017
Q3 | $3K | Buy |
+72
| New | +$3.27K | ﹤0.01% | 217 |
|
|
2013
Q4 | – | Sell |
-2,471
| Closed | -$94K | – | 179 |
|
|
2013
Q3 | $94K | Buy |
2,471
+18
| +0.7% | +$712 | 0.02% | 102 |
|
|
2013
Q2 | $98K | Buy |
+2,453
| New | +$102K | 0.02% | 93 |
|
Other funds holding KO
VCM
VPM
TD Capital Management's KO Position: Q1 2026 in Review
TD Capital Management reduced its Coca-Cola (KO) stake by 0.35% in Q1 2026, selling an estimated $6.88K and leaving 25,694 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #57.
TD Capital Management first reported a position in KO in Q2 2013 and has held it in 34 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- TD Capital Management held 25,694 shares of Coca-Cola worth $1.95M as of Q1 2026.
- TD Capital Management sold 91 Coca-Cola shares in Q1 2026, an estimated $6.88K.
- Coca-Cola made up 0.18% of TD Capital Management's portfolio in Q1 2026, its #57 holding.
- TD Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 34 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.