Tevis Investment Management’s Coca-Cola KO Stock Holding History

Tevis Investment 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	$2.15M	Buy	26,250 +9	+0%	+$711	1.17%	24
2026 Q1	$2.01M	Buy	26,241 +91	+0.3%	+$6.88K	1.14%	28
2025 Q4	$1.75M	Hold	26,150	–	–	1.05%	27
2025 Q3	$1.75M	Buy	26,150 +9	+0%	+$619	1.05%	27
2025 Q2	$1.86M	Buy	26,141 +9	+0%	+$641	1.19%	27
2025 Q1	$1.63M	Hold	26,132	–	–	1.21%	27
2024 Q4	$1.63M	Buy	26,132 +35	+0.1%	+$2.29K	1.21%	27
2024 Q3	$1.89M	Buy	26,097 +11	+0%	+$753	1.4%	25
2024 Q2	$1.66M	Buy	26,086 +14	+0.1%	+$867	1.33%	24
2024 Q1	$1.6M	Hold	26,072	–	–	1.36%	24
2023 Q4	$1.54M	Hold	26,072	–	–	1.42%	23
2023 Q3	$1.46M	Hold	26,072	–	–	1.48%	21
2023 Q2	$1.57M	Hold	26,072	–	–	1.53%	20
2023 Q1	$1.62M	Buy	26,072 +68	+0.3%	+$4.12K	1.64%	19
2022 Q4	$1.65M	Sell	26,004 -134	-0.5%	-$8.09K	1.76%	17
2022 Q3	$1.46M	Buy	26,138 +1	+0%	+$62	1.42%	16
2022 Q2	$1.65M	Hold	26,137	–	–	1.58%	12
2022 Q1	$1.62M	Hold	26,137	–	–	1.47%	15
2021 Q4	$1.55M	Buy	+26,137	New	+$1.46M	1.35%	12

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

Tevis Investment Management's KO Position: Q2 2026 in Review

Tevis Investment Management increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $711 and bringing the position to 26,250 shares worth $2.15M. The position accounts for 1.17% of the portfolio, ranked #24.

Tevis Investment Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Tevis Investment Management held 26,250 shares of Coca-Cola worth $2.15M as of Q2 2026.
Tevis Investment Management bought 9 Coca-Cola shares in Q2 2026, an estimated $711.
Coca-Cola made up 1.17% of Tevis Investment Management's portfolio in Q2 2026, its #24 holding.
Tevis Investment Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.