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Tidal Investments’s Coca-Cola KO Stock Holding History

Tidal Investments’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 		$63M Buy
828,721
+83,243
+11% +$6.29M 0.13% 141
2025
Q4 		$52.1M Buy
745,478
+118,421
+19% +$8.26M 0.12% 153
2025
Q3 		$41.6M Buy
627,057
+177,900
+40% +$12.2M 0.08% 192
2025
Q2 		$31.8M Buy
449,157
+233,567
+108% +$16.6M 0.19% 125
2025
Q1 		$15.4M Buy
215,590
+20,362
+10% +$1.36M 0.13% 189
2024
Q4 		$12.2M Buy
195,228
+45,372
+30% +$2.96M 0.1% 236
2024
Q3 		$10.8M Sell
149,856
-33,466
-18% -$2.29M 0.11% 175
2024
Q2 		$11.7M Buy
183,322
+4,693
+3% +$291K 0.16% 128
2024
Q1 		$10.9M Sell
178,629
-48,879
-21% -$2.94M 0.18% 101
2023
Q4 		$13.4M Sell
227,508
-22,827
-9% -$1.3M 0.31% 66
2023
Q3 		$14M Buy
250,335
+61,310
+32% +$3.68M 0.43% 34
2023
Q2 		$11.4M Buy
189,025
+15,290
+9% +$951K 0.33% 53
2023
Q1 		$10.8M Sell
173,735
-18,203
-9% -$1.1M 0.35% 46
2022
Q4 		$12.2M Buy
191,938
+47,107
+33% +$2.84M 0.47% 36
2022
Q3 		$8.11M Buy
144,831
+27,962
+24% +$1.74M 0.34% 49
2022
Q2 		$7.35M Buy
116,869
+13,847
+13% +$878K 0.27% 61
2022
Q1 		$6.39M Sell
103,022
-45,277
-31% -$2.75M 0.19% 97
2021
Q4 		$8.78M Buy
148,299
+74,705
+102% +$4.16M 0.27% 63
2021
Q3 		$3.86M Buy
73,594
+19,898
+37% +$1.11M 0.14% 101
2021
Q2 		$2.9M Buy
53,696
+16,534
+44% +$900K 0.11% 123
2021
Q1 		$1.96M Buy
37,162
+6,807
+22% +$343K 0.09% 112
2020
Q4 		$1.67M Buy
30,355
+6,892
+29% +$356K 0.12% 101
2020
Q3 		$1.16M Buy
23,463
+3,768
+19% +$181K 0.15% 89
2020
Q2 		$880K Buy
19,695
+4,866
+33% +$224K 0.12% 105
2020
Q1 		$656K Buy
14,829
+6,114
+70% +$330K 0.19% 94
2019
Q4 		$482K Buy
8,715
+2,881
+49% +$155K 0.2% 105
2019
Q3 		$318K Buy
+5,834
New +$312K 0.14% 126

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

Tidal Investments's KO Position: Q1 2026 in Review

Tidal Investments increased its Coca-Cola (KO) stake by 11% in Q1 2026, buying an estimated $6.29M and bringing the position to 828,721 shares worth $63M. The position accounts for 0.13% of the portfolio, ranked #141.

Tidal Investments first reported a position in KO in Q3 2019 and has held it in 27 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Tidal Investments held 828,721 shares of Coca-Cola worth $63M as of Q1 2026.
  • Tidal Investments bought 83,243 Coca-Cola shares in Q1 2026, an estimated $6.29M.
  • Coca-Cola made up 0.13% of Tidal Investments's portfolio in Q1 2026, its #141 holding.
  • Tidal Investments first reported a position in Coca-Cola in Q3 2019 and has held it in 27 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.