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TFC Financial Management’s Coca-Cola KO Stock Holding History

TFC Financial 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 		$341K Buy
4,191
+36
+0.9% +$2.84K 0.04% 110
2026
Q1 		$316K Sell
4,155
-2
-0% -$151 0.04% 104
2025
Q4 		$291K Sell
4,157
-1,328
-24% -$92.6K 0.04% 106
2025
Q3 		$364K Buy
5,485
+953
+21% +$65.6K 0.05% 91
2025
Q2 		$321K Buy
4,532
+388
+9% +$27.6K 0.04% 96
2025
Q1 		$297K Sell
4,144
-440
-10% -$29.4K 0.05% 97
2024
Q4 		$285K Buy
4,584
+7
+0.2% +$457 0.05% 102
2024
Q3 		$329K Buy
4,577
+172
+4% +$11.8K 0.05% 95
2024
Q2 		$280K Buy
4,405
+21
+0.5% +$1.3K 0.05% 96
2024
Q1 		$268K Sell
4,384
-55
-1% -$3.3K 0.05% 95
2023
Q4 		$262K Sell
4,439
-112
-2% -$6.36K 0.05% 95
2023
Q3 		$255K Buy
4,551
+128
+3% +$7.68K 0.06% 90
2023
Q2 		$266K Buy
4,423
+22
+0.5% +$1.37K 0.07% 89
2023
Q1 		$273K Buy
4,401
+60
+1% +$3.63K 0.07% 85
2022
Q4 		$276K Buy
4,341
+1
+0% +$60 0.08% 80
2022
Q3 		$243K Hold
4,340
– – 0.08% 83
2022
Q2 		$273K Hold
4,340
– – 0.08% 79
2022
Q1 		$269K Hold
4,340
– – 0.08% 80
2021
Q4 		$257K Sell
4,340
-300
-6% -$16.7K 0.08% 86
2021
Q3 		$243K Buy
4,640
+300
+7% +$16.7K 0.08% 83
2021
Q2 		$235K Hold
4,340
– – 0.08% 84
2021
Q1 		$229K Hold
4,340
– – 0.09% 82
2020
Q4 		$238K Hold
4,340
– – 0.1% 79
2020
Q3 		$214K Buy
+4,340
New +$209K 0.11% 71

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFC Financial Management's KO Position: Q2 2026 in Review

TFC Financial Management increased its Coca-Cola (KO) stake by 0.87% in Q2 2026, buying an estimated $2.84K and bringing the position to 4,191 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #110.

TFC Financial Management first reported a position in KO in Q3 2020 and has held it in 24 quarters since. The position peaked at $364K in Q3 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TFC Financial Management held 4,191 shares of Coca-Cola worth $341K as of Q2 2026.
  • TFC Financial Management bought 36 Coca-Cola shares in Q2 2026, an estimated $2.84K.
  • Coca-Cola made up 0.04% of TFC Financial Management's portfolio in Q2 2026, its #110 holding.
  • TFC Financial Management first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Coca-Cola position peaked at $364K in Q3 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.