Tiller Private Wealth’s Coca-Cola KO Stock Holding History

Tiller Private Wealth’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 Q2	$243K	Hold	2,984	–	–	0.08%	60
2026 Q1	$227K	Hold	2,984	–	–	0.08%	61
2025 Q4	$209K	Buy	+2,984	New	+$208K	0.07%	64
2025 Q3	–	Sell	-2,984	Closed	-$212K	–	66
2025 Q2	$212K	Sell	2,984 -14	-0.5%	-$997	0.08%	59
2025 Q1	$215K	Buy	+2,998	New	+$200K	0.09%	52
2024 Q4	–	Sell	-2,984	Closed	-$214K	–	58
2024 Q3	$214K	Buy	+2,984	New	+$204K	0.09%	54
2024 Q2	–	Sell	-3,317	Closed	-$203K	–	51
2024 Q1	$203K	Sell	3,317 -177	-5%	-$10.6K	0.09%	47
2023 Q4	$206K	Buy	+3,494	New	+$198K	0.1%	44
2023 Q3	–	Sell	-3,494	Closed	-$210K	–	47
2023 Q2	$210K	Hold	3,494	–	–	0.11%	43
2023 Q1	$217K	Hold	3,494	–	–	0.12%	43
2022 Q4	$222K	Buy	+3,494	New	+$211K	0.13%	44
2022 Q3	–	Sell	-3,494	Closed	-$220K	–	50
2022 Q2	$220K	Hold	3,494	–	–	0.14%	44
2022 Q1	$217K	Buy	+3,494	New	+$212K	0.13%	50

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiller Private Wealth's KO Position: Q2 2026 in Review

Tiller Private Wealth held its Coca-Cola (KO) position steady in Q2 2026 at 2,984 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #60.

Tiller Private Wealth first reported a position in KO in Q1 2022 and has held it in 13 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Tiller Private Wealth held 2,984 shares of Coca-Cola worth $243K as of Q2 2026.
Tiller Private Wealth left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.08% of Tiller Private Wealth's portfolio in Q2 2026, its #60 holding.
Tiller Private Wealth first reported a position in Coca-Cola in Q1 2022 and has held it in 13 quarters since.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.