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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
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
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

TD Private Client Wealth's KO Position: Q1 2026 in Review

TD Private Client Wealth reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $69.5K and leaving 51,598 shares worth $3.92M. The position accounts for 0.08% of the portfolio, ranked #156.

TD Private Client Wealth first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.9M in Q4 2019. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • TD Private Client Wealth held 51,598 shares of Coca-Cola worth $3.92M as of Q1 2026.
  • TD Private Client Wealth sold 919 Coca-Cola shares in Q1 2026, an estimated $69.5K.
  • Coca-Cola made up 0.08% of TD Private Client Wealth's portfolio in Q1 2026, its #156 holding.
  • TD Private Client Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Coca-Cola position peaked at $10.9M in Q4 2019.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.