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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 		$36.7M Buy
482,600
+13,600
+3% +$1.03M 0.08% 234
2025
Q4 		$32.8M Buy
+469,000
New +$32.7M 0.08% 204
2025
Q3 		– Sell
-12
Closed -$12 – 2115
2025
Q2 		$12 Sell
12
-1
-8% -$71 ﹤0.01% 1895
2025
Q1 		$1.02K Buy
+13
New +$868 ﹤0.01% 1803

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. 3,554 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.
  • 3,554 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.