Tennessee Valley Asset Management Partners’s Coca-Cola KO Stock Holding History

Tennessee Valley Asset Management Partners’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	$509K	Buy	6,658 +1,774	+36%	+$134K	0.07%	118
2025 Q4	$341K	Sell	4,884 -2,026	-29%	-$141K	0.04%	136
2025 Q3	$458K	Buy	6,910 +2,031	+42%	+$140K	0.06%	119
2025 Q2	$345K	Sell	4,879 -1,765	-27%	-$126K	0.09%	62
2025 Q1	$476K	Buy	6,644 +730	+12%	+$48.8K	0.08%	103
2024 Q4	$368K	Sell	5,914 -10	-0.2%	-$653	0.06%	113
2024 Q3	$414K	Buy	5,924 +1,049	+22%	+$71.8K	0.07%	110
2024 Q2	$310K	Buy	+4,875	New	+$302K	0.06%	124
2024 Q1	–	Sell	-1,137	Closed	-$67K	–	447
2023 Q4	$67K	Buy	+1,137	New	+$64.6K	0.01%	206
2021 Q2	–	Sell	-6,520	Closed	-$344K	–	69
2021 Q1	$344K	Sell	6,520 -188	-3%	-$9.46K	0.09%	84
2020 Q4	$368K	Buy	+6,708	New	+$347K	0.09%	72

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tennessee Valley Asset Management Partners's KO Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Coca-Cola (KO) stake by 36% in Q1 2026, buying an estimated $134K and bringing the position to 6,658 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #118.

Tennessee Valley Asset Management Partners first reported a position in KO in Q4 2020 and has held it in 11 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tennessee Valley Asset Management Partners held 6,658 shares of Coca-Cola worth $509K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 1,774 Coca-Cola shares in Q1 2026, an estimated $134K.
Coca-Cola made up 0.07% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #118 holding.
Tennessee Valley Asset Management Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 11 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.