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TFB Advisors’s Coca-Cola KO Stock Holding History

TFB Advisors’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 		$390K Sell
5,124
-1,121
-18% -$84.7K 0.2% 118
2025
Q4 		$437K Buy
6,245
+30
+0.5% +$2.09K 0.12% 180
2025
Q3 		$420K Sell
6,215
-1,122
-15% -$77.2K 0.12% 186
2025
Q2 		$519K Sell
7,337
-412
-5% -$29.3K 0.14% 171
2025
Q1 		$555K Buy
7,749
+617
+9% +$41.2K 0.16% 151
2024
Q4 		$444K Sell
7,132
-311
-4% -$20.3K 0.13% 180
2024
Q3 		$535K Buy
7,443
+100
+1% +$6.85K 0.16% 148
2024
Q2 		$467K Sell
7,343
-18
-0.2% -$1.11K 0.15% 154
2024
Q1 		$456K Buy
7,361
+3,031
+70% +$182K 0.17% 140
2023
Q4 		$255K Buy
+4,330
New +$246K 0.13% 141
2023
Q3 		– Sell
-7,734
Closed -$466K – 173
2023
Q2 		$466K Buy
+7,734
New +$481K 0.2% 113

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

TFB Advisors's KO Position: Q1 2026 in Review

TFB Advisors reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $84.7K and leaving 5,124 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #118.

TFB Advisors first reported a position in KO in Q2 2023 and has held it in 11 quarters since. The position peaked at $555K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • TFB Advisors held 5,124 shares of Coca-Cola worth $390K as of Q1 2026.
  • TFB Advisors sold 1,121 Coca-Cola shares in Q1 2026, an estimated $84.7K.
  • Coca-Cola made up 0.2% of TFB Advisors's portfolio in Q1 2026, its #118 holding.
  • TFB Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 11 quarters since.
  • TFB Advisors's Coca-Cola position peaked at $555K in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.