TLWM Financial’s Coca-Cola KO Stock Holding History

TLWM Financial’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	$395K	Buy	4,858 +505	+12%	+$39.9K	0.06%	64
2026 Q1	$331K	Buy	4,353 +747	+21%	+$56.5K	0.06%	64
2025 Q4	$252K	Buy	3,606 +218	+6%	+$15.2K	0.05%	69
2025 Q3	$225K	Hold	3,388	–	–	0.04%	71
2025 Q2	$240K	Hold	3,388	–	–	0.05%	68
2025 Q1	$243K	Hold	3,388	–	–	0.05%	73
2024 Q4	$211K	Hold	3,388	–	–	0.04%	73
2024 Q3	$243K	Sell	3,388 -1,370	-29%	-$93.8K	0.05%	72
2024 Q2	$303K	Sell	4,758 -1,929	-29%	-$119K	0.07%	69
2024 Q1	$409K	Sell	6,687 -100	-1%	-$6.01K	0.09%	65
2023 Q4	$400K	Sell	6,787 -100	-1%	-$5.68K	0.09%	63
2023 Q3	$386K	Buy	6,887 +70	+1%	+$4.2K	0.1%	62
2023 Q2	$411K	Buy	+6,817	New	+$424K	0.12%	57

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TLWM Financial's KO Position: Q2 2026 in Review

TLWM Financial increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $39.9K and bringing the position to 4,858 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #64.

TLWM Financial first reported a position in KO in Q2 2023 and has held it in 13 quarters since. The position peaked at $411K in Q2 2023. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

TLWM Financial held 4,858 shares of Coca-Cola worth $395K as of Q2 2026.
TLWM Financial bought 505 Coca-Cola shares in Q2 2026, an estimated $39.9K.
Coca-Cola made up 0.06% of TLWM Financial's portfolio in Q2 2026, its #64 holding.
TLWM Financial first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
TLWM Financial's Coca-Cola position peaked at $411K in Q2 2023.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.