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 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 $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

Tevis Investment Management's KO Position: Q1 2026 in Review

Tevis Investment Management increased its Coca-Cola (KO) stake by 0.35% in Q1 2026, buying an estimated $6.88K and bringing the position to 26,241 shares worth $2.01M. The position accounts for 1.14% of the portfolio, ranked #28.

Tevis Investment Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tevis Investment Management held 26,241 shares of Coca-Cola worth $2.01M as of Q1 2026.
Tevis Investment Management bought 91 Coca-Cola shares in Q1 2026, an estimated $6.88K.
Coca-Cola made up 1.14% of Tevis Investment Management's portfolio in Q1 2026, its #28 holding.
Tevis Investment Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.