TigerOak Management’s Coca-Cola KO Stock Holding History

TigerOak Management’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	$1.03M	Sell	13,503 -28	-0.2%	-$2.12K	0.32%	46
2025 Q4	$946K	Hold	13,531	–	–	0.29%	50
2025 Q3	$897K	Buy	13,531 +309	+2%	+$21.3K	0.28%	52
2025 Q2	$935K	Sell	13,222 -267	-2%	-$19K	0.32%	45
2025 Q1	$966K	Buy	13,489 +296	+2%	+$19.8K	0.37%	42
2024 Q4	$821K	Buy	+13,193	New	+$861K	0.3%	50

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

TigerOak Management's KO Position: Q1 2026 in Review

TigerOak Management reduced its Coca-Cola (KO) stake by 0.21% in Q1 2026, selling an estimated $2.12K and leaving 13,503 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #46.

TigerOak Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

TigerOak Management held 13,503 shares of Coca-Cola worth $1.03M as of Q1 2026.
TigerOak Management sold 28 Coca-Cola shares in Q1 2026, an estimated $2.12K.
Coca-Cola made up 0.32% of TigerOak Management's portfolio in Q1 2026, its #46 holding.
TigerOak Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.