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Thoroughbred Financial Services’s Coca-Cola KO Stock Holding History

Thoroughbred Financial Services’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 		$2.49M Sell
32,726
-565
-2% -$42.7K 0.15% 134
2025
Q4 		$2.33M Sell
33,291
-4,317
-11% -$301K 0.14% 140
2025
Q3 		$2.49M Sell
37,608
-1,549
-4% -$107K 0.15% 137
2025
Q2 		$2.77M Sell
39,157
-9,033
-19% -$643K 0.19% 114
2025
Q1 		$3.45M Buy
48,190
+8,243
+21% +$551K 0.22% 95
2024
Q4 		$2.49M Buy
39,947
+1,325
+3% +$86.5K 0.15% 133
2024
Q3 		$2.77M Sell
38,622
-1,599
-4% -$109K 0.18% 112
2024
Q2 		$2.56M Sell
40,221
-10,533
-21% -$652K 0.17% 117
2024
Q1 		$3.1M Sell
50,754
-123
-0.2% -$7.39K 0.3% 77
2023
Q4 		$3M Buy
50,877
+14,110
+38% +$801K 0.24% 86
2023
Q3 		$2.06M Buy
36,767
+5,741
+19% +$344K 0.2% 107
2023
Q2 		$1.87M Sell
31,026
-179
-0.6% -$11.1K 0.24% 98
2023
Q1 		$1.94M Sell
31,205
-8,433
-21% -$511K 0.29% 88
2022
Q4 		$2.52M Sell
39,638
-914
-2% -$55.2K 0.41% 62
2022
Q3 		$2.27M Buy
40,552
+609
+2% +$37.9K 0.43% 57
2022
Q2 		$2.51M Buy
39,943
+1,184
+3% +$75.1K 0.46% 52
2022
Q1 		$2.4M Buy
38,759
+14,427
+59% +$877K 0.39% 61
2021
Q4 		$1.44M Sell
24,332
-1,489
-6% -$82.9K 0.3% 79
2021
Q3 		$1.35M Sell
25,821
-4,065
-14% -$227K 0.33% 73
2021
Q2 		$1.62M Sell
29,886
-843
-3% -$45.9K 0.4% 57
2021
Q1 		$1.62M Buy
30,729
+17,561
+133% +$884K 0.45% 56
2020
Q4 		$722K Sell
13,168
-1,253
-9% -$64.8K 0.22% 114
2020
Q3 		$711K Sell
14,421
-2,388
-14% -$115K 0.27% 91
2020
Q2 		$751K Sell
16,809
-14,694
-47% -$677K 0.31% 86
2020
Q1 		$1.39M Buy
31,503
+440
+1% +$23.8K 0.5% 54
2019
Q4 		$1.72M Buy
31,063
+797
+3% +$42.9K 0.57% 46
2019
Q3 		$1.65M Sell
30,266
-3,053
-9% -$163K 0.63% 44
2019
Q2 		$1.7M Buy
33,319
+1,517
+5% +$74.3K 0.64% 42
2019
Q1 		$1.49M Sell
31,802
-405
-1% -$18.9K 0.62% 46
2018
Q4 		$1.52M Buy
+32,207
New +$1.54M 0.75% 42

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

Thoroughbred Financial Services's KO Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $42.7K and leaving 32,726 shares worth $2.49M. The position accounts for 0.15% of the portfolio, ranked #134.

Thoroughbred Financial Services first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.45M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Thoroughbred Financial Services held 32,726 shares of Coca-Cola worth $2.49M as of Q1 2026.
  • Thoroughbred Financial Services sold 565 Coca-Cola shares in Q1 2026, an estimated $42.7K.
  • Coca-Cola made up 0.15% of Thoroughbred Financial Services's portfolio in Q1 2026, its #134 holding.
  • Thoroughbred Financial Services first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's Coca-Cola position peaked at $3.45M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.