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Tidemark’s Coca-Cola KO Stock Holding History

Tidemark’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 		$66.9K Buy
879
+63
+8% +$4.76K 0.02% 235
2025
Q4 		$57.1K Buy
816
+10
+1% +$697 0.02% 227
2025
Q3 		$53.4K Buy
806
+13
+2% +$895 0.02% 238
2025
Q2 		$56.1K Buy
793
+2
+0.3% +$142 0.02% 226
2025
Q1 		$56.7K Buy
791
+73
+10% +$4.88K 0.02% 226
2024
Q4 		$44.7K Sell
718
-198
-22% -$12.9K 0.02% 250
2024
Q3 		$65.9K Buy
916
+11
+1% +$753 0.03% 192
2024
Q2 		$57.6K Buy
905
+55
+6% +$3.4K 0.03% 193
2024
Q1 		$52K Buy
850
+409
+93% +$24.6K 0.03% 225
2023
Q4 		$26K Buy
+441
New +$25K 0.02% 301

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

Tidemark's KO Position: Q1 2026 in Review

Tidemark increased its Coca-Cola (KO) stake by 7.7% in Q1 2026, buying an estimated $4.76K and bringing the position to 879 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #235.

Tidemark first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Tidemark held 879 shares of Coca-Cola worth $66.9K as of Q1 2026.
  • Tidemark bought 63 Coca-Cola shares in Q1 2026, an estimated $4.76K.
  • Coca-Cola made up 0.02% of Tidemark's portfolio in Q1 2026, its #235 holding.
  • Tidemark first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.