TIM
KO icon

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
2014
Q1 		– Sell
-2,500
Closed -$1K – 369
2013
Q4 		$1K Hold
2,500
– – ﹤0.01% 322
2013
Q3 		$1K Buy
+2,500
New +$98.8K ﹤0.01% 333

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 3,562 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.
  • 3,562 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.