TD Private Client Wealth’s Coca-Cola KO Stock Holding History

TD Private Client Wealth’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	$2.62M	Sell	32,297 -19,301	-37%	-$1.52M	0.05%	226
2026 Q1	$3.92M	Sell	51,598 -919	-2%	-$69.5K	0.08%	156
2025 Q4	$3.67M	Sell	52,517 -4,012	-7%	-$280K	0.08%	165
2025 Q3	$3.75M	Sell	56,529 -36,802	-39%	-$2.53M	0.08%	163
2025 Q2	$6.6M	Sell	93,331 -7,463	-7%	-$532K	0.16%	93
2025 Q1	$7.22M	Buy	100,794 +21,178	+27%	+$1.41M	0.2%	81
2024 Q4	$4.96M	Buy	79,616 +4,828	+6%	+$315K	0.14%	110
2024 Q3	$5.37M	Sell	74,788 -3,562	-5%	-$244K	0.15%	100
2024 Q2	$4.99M	Sell	78,350 -1,522	-2%	-$94.2K	0.16%	99
2024 Q1	$4.89M	Sell	79,872 -4,416	-5%	-$265K	0.16%	108
2023 Q4	$4.97M	Buy	84,288 +2,911	+4%	+$165K	0.18%	97
2023 Q3	$4.56M	Sell	81,377 -2,218	-3%	-$133K	0.2%	104
2023 Q2	$5.03M	Sell	83,595 -875	-1%	-$54.4K	0.22%	103
2023 Q1	$5.24M	Buy	84,470 +24,261	+40%	+$1.47M	0.24%	99
2022 Q4	$3.83M	Sell	60,209 -4,398	-7%	-$266K	0.18%	121
2022 Q3	$3.62M	Sell	64,607 -9,445	-13%	-$587K	0.19%	126
2022 Q2	$4.66M	Sell	74,052 -3,704	-5%	-$235K	0.23%	102
2022 Q1	$4.82M	Sell	77,756 -30,063	-28%	-$1.83M	0.21%	111
2021 Q4	$6.38M	Sell	107,819 -15,266	-12%	-$850K	0.27%	80
2021 Q3	$6.46M	Buy	123,085 +2,274	+2%	+$127K	0.28%	81
2021 Q2	$6.54M	Buy	120,811 +14,646	+14%	+$797K	0.28%	81
2021 Q1	$5.6M	Sell	106,165 -21,613	-17%	-$1.09M	0.26%	89
2020 Q4	$7.01M	Sell	127,778 -28,237	-18%	-$1.46M	0.36%	61
2020 Q3	$7.7M	Sell	156,015 -5,652	-3%	-$272K	0.43%	53
2020 Q2	$7.22M	Sell	161,667 -25,134	-13%	-$1.16M	0.42%	56
2020 Q1	$8.27M	Sell	186,801 -9,879	-5%	-$534K	0.59%	36
2019 Q4	$10.9M	Buy	+196,680	New	+$10.6M	0.65%	33

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Private Client Wealth's KO Position: Q2 2026 in Review

TD Private Client Wealth reduced its Coca-Cola (KO) stake by 37% in Q2 2026, selling an estimated $1.52M and leaving 32,297 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #226.

TD Private Client Wealth first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q4 2019. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

TD Private Client Wealth held 32,297 shares of Coca-Cola worth $2.62M as of Q2 2026.
TD Private Client Wealth sold 19,301 Coca-Cola shares in Q2 2026, an estimated $1.52M.
Coca-Cola made up 0.05% of TD Private Client Wealth's portfolio in Q2 2026, its #226 holding.
TD Private Client Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Coca-Cola position peaked at $10.9M in Q4 2019.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.