TFG Advisers’s Coca-Cola KO Stock Holding History

TFG Advisers’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
2025 Q2	$1.99M	Buy	28,099 +1,022	+4%	+$72.8K	0.68%	39
2025 Q1	$1.94M	Sell	27,077 -130	-0.5%	-$8.68K	0.7%	40
2024 Q4	$1.69M	Buy	27,207 +526	+2%	+$34.3K	0.61%	45
2024 Q3	$1.92M	Sell	26,681 -96	-0.4%	-$6.57K	0.69%	41
2024 Q2	$1.7M	Buy	26,777 +282	+1%	+$17.5K	0.66%	44
2024 Q1	$1.62M	Buy	26,495 +61	+0.2%	+$3.66K	0.63%	46
2023 Q4	$1.56M	Buy	26,434 +955	+4%	+$54.2K	0.65%	42
2023 Q3	$1.43M	Buy	25,479 +1,091	+4%	+$65.4K	0.67%	42
2023 Q2	$1.47M	Buy	24,388 +1,127	+5%	+$70.1K	0.67%	41
2023 Q1	$1.44M	Buy	23,261 +472	+2%	+$28.6K	0.7%	42
2022 Q4	$1.45M	Buy	22,789 +961	+4%	+$58K	0.74%	38
2022 Q3	$1.22M	Buy	21,828 +1,010	+5%	+$62.8K	0.68%	40
2022 Q2	$1.31M	Buy	20,818 +217	+1%	+$13.8K	0.7%	40
2022 Q1	$1.28M	Sell	20,601 -286	-1%	-$17.4K	0.59%	47
2021 Q4	$1.24M	Sell	20,887 -172	-0.8%	-$9.58K	0.54%	51
2021 Q3	$1.1M	Sell	21,059 -17	-0.1%	-$948	0.54%	59
2021 Q2	$1.14M	Sell	21,076 -285	-1%	-$15.5K	0.55%	58
2021 Q1	$1.13M	Sell	21,361 -673	-3%	-$33.9K	0.58%	55
2020 Q4	$1.21M	Buy	22,034 +236	+1%	+$12.2K	0.63%	53
2020 Q3	$1.08M	Buy	21,798 +35	+0.2%	+$1.68K	0.62%	50
2020 Q2	$972K	Buy	21,763 +156	+0.7%	+$7.18K	0.63%	53
2020 Q1	$956K	Buy	21,607 +75	+0.3%	+$4.05K	0.76%	43
2019 Q4	$1.19M	Buy	21,532 +229	+1%	+$12.3K	0.67%	44
2019 Q3	$1.16M	Buy	21,303 +313	+1%	+$16.8K	0.77%	42
2019 Q2	$1.07M	Buy	20,990 +422	+2%	+$20.7K	0.73%	44
2019 Q1	$963K	Buy	20,568 +100	+0.5%	+$4.68K	0.69%	48
2018 Q4	$969K	Buy	+20,468	New	+$980K	0.81%	39

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

TFG Advisers's KO Position: Q2 2025 in Review

TFG Advisers increased its Coca-Cola (KO) stake by 3.8% in Q2 2025, buying an estimated $72.8K and bringing the position to 28,099 shares worth $1.99M. The position accounts for 0.68% of the portfolio, ranked #39.

TFG Advisers first reported a position in KO in Q4 2018 and has held it in 27 quarters since. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

TFG Advisers held 28,099 shares of Coca-Cola worth $1.99M as of Q2 2025.
TFG Advisers bought 1,022 Coca-Cola shares in Q2 2025, an estimated $72.8K.
Coca-Cola made up 0.68% of TFG Advisers's portfolio in Q2 2025, its #39 holding.
TFG Advisers first reported a position in Coca-Cola in Q4 2018 and has held it in 27 quarters since.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.