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

Total 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	$440K	Sell	5,788 -1	-0%	-$76	0.05%	47
2025 Q4	$405K	Sell	5,789 -28	-0.5%	-$1.95K	0.05%	48
2025 Q3	$386K	Sell	5,817 -39	-0.7%	-$2.68K	0.05%	47
2025 Q2	$414K	Buy	5,856 +75	+1%	+$5.34K	0.06%	42
2025 Q1	$414K	Sell	5,781 -242	-4%	-$16.2K	0.05%	43
2024 Q4	$375K	Buy	6,023 +331	+6%	+$21.6K	0.05%	48
2024 Q3	$409K	Buy	5,692 +78	+1%	+$5.34K	0.05%	40
2024 Q2	$357K	Sell	5,614 -44	-0.8%	-$2.72K	0.05%	41
2024 Q1	$346K	Buy	5,658 +78	+1%	+$4.68K	0.04%	44
2023 Q4	$329K	Sell	5,580 -489	-8%	-$27.8K	0.04%	48
2023 Q3	$340K	Buy	6,069 +3	+0%	+$180	0.05%	44
2023 Q2	$365K	Buy	6,066 +589	+11%	+$36.6K	0.05%	46
2023 Q1	$340K	Buy	5,477 +350	+7%	+$21.2K	0.06%	44
2022 Q4	$326K	Hold	5,127	–	–	0.08%	41
2022 Q3	$287K	Hold	5,127	–	–	0.06%	43
2022 Q2	$323K	Sell	5,127 -169	-3%	-$10.7K	0.06%	46
2022 Q1	$328K	Buy	5,296 +29	+0.6%	+$1.76K	0.06%	52
2021 Q4	$312K	Buy	5,267 +719	+16%	+$40K	0.05%	59
2021 Q3	$239K	Hold	4,548	–	–	0.06%	50
2021 Q2	$246K	Sell	4,548 -543	-11%	-$29.5K	0.04%	51
2021 Q1	$225K	Buy	5,091 +543	+12%	+$27.3K	0.06%	46
2020 Q4	$249K	Hold	4,548	–	–	0.05%	42
2020 Q3	$219K	Hold	4,548	–	–	0.06%	42
2020 Q2	$203K	Sell	4,548 -543	-11%	-$25K	0.07%	41
2020 Q1	$225K	Hold	5,091	–	–	0.06%	46
2019 Q4	$282K	Buy	5,091 +8	+0.2%	+$430	0.05%	42
2019 Q3	$277K	Hold	5,083	–	–	0.06%	42
2019 Q2	$266K	Buy	5,083 +4	+0.1%	+$196	0.06%	41
2019 Q1	$244K	Buy	5,079 +4	+0.1%	+$187	0.06%	44
2018 Q4	$250K	Buy	5,075 +9	+0.2%	+$431	0.08%	42
2018 Q3	$234K	Buy	5,066 +4	+0.1%	+$183	0.05%	44
2018 Q2	$222K	Buy	5,062 +5	+0.1%	+$216	0.05%	43
2018 Q1	$220K	Buy	5,057 +509	+11%	+$22.9K	0.06%	44
2017 Q4	$209K	Hold	4,548	–	–	0.06%	40
2017 Q3	$205K	Hold	4,548	–	–	0.07%	35
2017 Q2	$204K	Buy	+4,548	New	+$201K	0.07%	37

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

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

Total Investment Management reduced its Coca-Cola (KO) stake by 0.02% in Q1 2026, selling an estimated $76 and leaving 5,788 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #47.

Total Investment Management first reported a position in KO in Q2 2017 and has held it in 36 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Total Investment Management held 5,788 shares of Coca-Cola worth $440K as of Q1 2026.
Total Investment Management sold 1 Coca-Cola share in Q1 2026, an estimated $76.
Coca-Cola made up 0.05% of Total Investment Management's portfolio in Q1 2026, its #47 holding.
Total Investment Management first reported a position in Coca-Cola in Q2 2017 and has held it in 36 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.