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Tortoise Investment Management’s Coca-Cola KO Stock Holding History

Tortoise Investment 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 		– Sell
-3,628
Closed -$254K – 260
2025
Q4 		$254K Buy
3,628
+47
+1% +$3.28K 0.02% 212
2025
Q3 		$237K Buy
3,581
+94
+3% +$6.47K 0.02% 212
2025
Q2 		$247K Buy
3,487
+1,956
+128% +$139K 0.02% 197
2025
Q1 		$110K Sell
1,531
-1,485
-49% -$99.2K 0.01% 271
2024
Q4 		$188K Buy
3,016
+218
+8% +$14.2K 0.02% 229
2024
Q3 		$201K Sell
2,798
-90
-3% -$6.16K 0.02% 220
2024
Q2 		$184K Buy
2,888
+972
+51% +$60.2K 0.02% 220
2024
Q1 		$117K Sell
1,916
-97
-5% -$5.83K 0.01% 275
2023
Q4 		$119K Buy
2,013
+67
+3% +$3.81K 0.02% 260
2023
Q3 		$109K Buy
1,946
+51
+3% +$3.06K 0.02% 262
2023
Q2 		$114K Buy
1,895
+5
+0.3% +$311 0.02% 264
2023
Q1 		$117K Buy
1,890
+11
+0.6% +$666 0.02% 248
2022
Q4 		$120K Buy
1,879
+29
+2% +$1.75K 0.02% 245
2022
Q3 		$104K Buy
1,850
+975
+111% +$60.6K 0.02% 246
2022
Q2 		$55K Sell
875
-9
-1% -$571 0.01% 287
2022
Q1 		$55K Buy
884
+266
+43% +$16.2K 0.01% 292
2021
Q4 		$37K Hold
618
– – 0.01% 325
2021
Q3 		$32K Hold
618
– – 0.01% 324
2021
Q2 		$33K Buy
618
+322
+109% +$17.5K 0.01% 315
2021
Q1 		$16K Hold
296
– – ﹤0.01% 378
2020
Q4 		$16K Buy
296
+231
+355% +$11.9K ﹤0.01% 354
2020
Q3 		$3K Hold
65
– – ﹤0.01% 468
2020
Q2 		$3K Sell
65
-228
-78% -$10.5K ﹤0.01% 445
2020
Q1 		$13K Hold
293
– – ﹤0.01% 343
2019
Q4 		$16K Hold
293
– – ﹤0.01% 351
2019
Q3 		$16K Sell
293
-2,006
-87% -$107K ﹤0.01% 345
2019
Q2 		$117K Hold
2,299
– – 0.03% 181
2019
Q1 		$108K Sell
2,299
-146
-6% -$6.83K 0.03% 184
2018
Q4 		$116K Hold
2,445
– – 0.03% 169
2018
Q3 		$113K Hold
2,445
– – 0.03% 177
2018
Q2 		$107K Buy
2,445
+45
+2% +$1.94K 0.03% 177
2018
Q1 		$104K Sell
2,400
-2,670
-53% -$120K 0.03% 178
2017
Q4 		$233K Sell
5,070
-1,088
-18% -$50K 0.07% 128
2017
Q3 		$277K Buy
6,158
+784
+15% +$35.7K 0.08% 117
2017
Q2 		$241K Sell
5,374
-57
-1% -$2.52K 0.08% 114
2017
Q1 		$230K Buy
5,431
+93
+2% +$3.88K 0.08% 108
2016
Q4 		$221K Sell
5,338
-1,551
-23% -$64.5K 0.08% 104
2016
Q3 		$292K Sell
6,889
-4,245
-38% -$186K 0.1% 88
2016
Q2 		$505K Buy
11,134
+4,400
+65% +$199K 0.18% 69
2016
Q1 		$312K Sell
6,734
-565
-8% -$24.6K 0.11% 91
2015
Q4 		$314K Buy
7,299
+699
+11% +$29.7K 0.11% 92
2015
Q3 		$265K Hold
6,600
– – 0.1% 95
2015
Q2 		$259K Sell
6,600
-40
-0.6% -$1.63K 0.1% 96
2015
Q1 		$269K Buy
6,640
+2,540
+62% +$106K 0.1% 89
2014
Q4 		$173K Hold
4,100
– – 0.07% 114
2014
Q3 		$175K Sell
4,100
-6,000
-59% -$248K 0.07% 106
2014
Q2 		$196K Buy
10,100
+6,000
+146% +$243K 0.08% 100
2014
Q1 		$159K Hold
4,100
– – 0.07% 108
2013
Q4 		$169K Hold
4,100
– – 0.09% 95
2013
Q3 		$155K Buy
4,100
+3,950
+2,633% +$156K 0.09% 93
2013
Q2 		$6K Buy
+150
New +$6.21K ﹤0.01% 280

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

Tortoise Investment Management's KO Position: Q1 2026 in Review

Tortoise Investment Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 3,628 shares — an estimated $254K sold.

Tortoise Investment Management first reported a position in KO in Q2 2013 and held it in 51 quarters. The position peaked at $505K in Q2 2016. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Tortoise Investment Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Tortoise Investment Management sold 3,628 Coca-Cola shares in Q1 2026, an estimated $254K.
  • Tortoise Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 51 quarters.
  • Tortoise Investment Management's Coca-Cola position peaked at $505K in Q2 2016.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.