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Torrey Growth & Income Advisors’s Coca-Cola KO Stock Holding History

Torrey Growth & Income Advisors’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 		$238K Hold
2,900
– – 0.08% 101
2026
Q1 		$220K Hold
2,900
– – 0.09% 102
2025
Q4 		$203K Sell
2,900
-5,500
-65% -$383K 0.07% 106
2025
Q3 		$557K Buy
+8,400
New +$578K 0.16% 67

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Torrey Growth & Income Advisors's KO Position: Q2 2026 in Review

Torrey Growth & Income Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 2,900 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #101.

Torrey Growth & Income Advisors first reported a position in KO in Q3 2025 and has held it in 4 quarters since. The position peaked at $557K in Q3 2025. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Torrey Growth & Income Advisors held 2,900 shares of Coca-Cola worth $238K as of Q2 2026.
  • Torrey Growth & Income Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.08% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #101 holding.
  • Torrey Growth & Income Advisors first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Coca-Cola position peaked at $557K in Q3 2025.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.