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 Q2	$414K	Sell	5,099 -25	-0.5%	-$1.97K	0.18%	133
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 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

TFB Advisors's KO Position: Q2 2026 in Review

TFB Advisors reduced its Coca-Cola (KO) stake by 0.49% in Q2 2026, selling an estimated $1.97K and leaving 5,099 shares worth $414K. The position accounts for 0.18% of the portfolio, ranked #133.

TFB Advisors first reported a position in KO in Q2 2023 and has held it in 12 quarters since. The position peaked at $555K in Q1 2025. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

TFB Advisors held 5,099 shares of Coca-Cola worth $414K as of Q2 2026.
TFB Advisors sold 25 Coca-Cola shares in Q2 2026, an estimated $1.97K.
Coca-Cola made up 0.18% of TFB Advisors's portfolio in Q2 2026, its #133 holding.
TFB Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 12 quarters since.
TFB Advisors's Coca-Cola position peaked at $555K in Q1 2025.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.