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
2015 Q4	–	Sell	-2,800	Closed	-$1K	–	424
2015 Q3	$1K	Hold	2,800	–	–	﹤0.01%	390
2015 Q2	$2K	Buy	+2,800	New	+$114K	﹤0.01%	398
2015 Q1	–	Sell	-5,000	Closed	-$1K	–	455
2014 Q4	$1K	Buy	+5,000	New	+$214K	﹤0.01%	448
2014 Q2	–	Sell	-3,000	Closed	-$1K	–	433
2014 Q1	$1K	Sell	3,000 -1,000	-25%	-$38.6K	﹤0.01%	335
2013 Q4	$1K	Hold	4,000	–	–	﹤0.01%	323
2013 Q3	$1K	Buy	+4,000	New	+$158K	﹤0.01%	334

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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. 3,555 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.
3,555 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.