Tower Research Capital (TRC)’s Coca-Cola KO Stock Holding History

Tower Research Capital (TRC)’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	$7.46M	Buy	98,087 +10,233	+12%	+$774K	0.19%	89
2025 Q4	$6.14M	Buy	87,854 +39,673	+82%	+$2.77M	0.15%	122
2025 Q3	$3.2M	Sell	48,181 -41,952	-47%	-$2.89M	0.09%	194
2025 Q2	$6.38M	Sell	90,133 -108,026	-55%	-$7.7M	0.17%	99
2025 Q1	$14.2M	Sell	198,159 -98,219	-33%	-$6.56M	0.42%	28
2024 Q4	$18.5M	Buy	296,378 +124,317	+72%	+$8.11M	0.37%	37
2024 Q3	$12.4M	Sell	172,061 -57,253	-25%	-$3.92M	0.33%	38
2024 Q2	$14.6M	Buy	229,314 +25,283	+12%	+$1.57M	0.25%	53
2024 Q1	$12.5M	Sell	204,031 -287,461	-58%	-$17.3M	0.3%	54
2023 Q4	$29M	Buy	491,492 +307,495	+167%	+$17.5M	0.36%	47
2023 Q3	$10.3M	Sell	183,997 -35,680	-16%	-$2.14M	0.32%	47
2023 Q2	$13.2M	Buy	219,677 +96,301	+78%	+$5.99M	0.44%	18
2023 Q1	$7.65M	Buy	123,376 +21,015	+21%	+$1.27M	0.24%	45
2022 Q4	$6.51M	Sell	102,361 -209,776	-67%	-$12.7M	0.27%	46
2022 Q3	$17.5M	Sell	312,137 -10,294	-3%	-$640K	0.28%	57
2022 Q2	$20.3M	Sell	322,431 -363,178	-53%	-$23M	0.45%	36
2022 Q1	$42.5M	Buy	685,609 +344,899	+101%	+$21M	0.41%	39
2021 Q4	$20.2M	Buy	340,710 +190,168	+126%	+$10.6M	0.35%	43
2021 Q3	$7.9M	Buy	150,542 +13,060	+9%	+$728K	0.2%	68
2021 Q2	$7.44M	Sell	137,482 -260,519	-65%	-$14.2M	0.19%	75
2021 Q1	$21M	Buy	398,001 +231,288	+139%	+$11.6M	0.35%	48
2020 Q4	$9.14M	Buy	166,713 +57,977	+53%	+$3M	0.28%	32
2020 Q3	$5.37M	Buy	108,736 +53,025	+95%	+$2.55M	0.06%	66
2020 Q2	$2.49M	Buy	+55,711	New	+$2.57M	0.1%	171
2020 Q1	–	Sell	-31	Closed	-$2K	–	3498
2019 Q4	$2K	Sell	31 -17,115	-100%	-$920K	﹤0.01%	3064
2019 Q3	$933K	Sell	17,146 -2,325	-12%	-$124K	0.06%	310
2019 Q2	$992K	Sell	19,471 -68,348	-78%	-$3.35M	0.07%	260
2019 Q1	$4.12M	Buy	87,819 +20,605	+31%	+$964K	0.25%	52
2018 Q4	$3.18M	Buy	67,214 +54,186	+416%	+$2.59M	0.23%	88
2018 Q3	$602K	Sell	13,028 -90,151	-87%	-$4.12M	0.04%	397
2018 Q2	$4.53M	Buy	103,179 +101,179	+5,059%	+$4.37M	0.25%	72
2018 Q1	$87K	Sell	2,000 -52,959	-96%	-$2.38M	0.01%	1355
2017 Q4	$2.52M	Buy	54,959 +54,559	+13,640%	+$2.51M	0.33%	54
2017 Q3	$18K	Sell	400 -27,571	-99%	-$1.25M	﹤0.01%	2786
2017 Q2	$1.25M	Buy	27,971 +25,983	+1,307%	+$1.15M	0.14%	120
2017 Q1	$84K	Sell	1,988 -82,649	-98%	-$3.45M	0.01%	523
2016 Q4	$3.51M	Buy	84,637 +80,465	+1,929%	+$3.35M	0.38%	52
2016 Q3	$177K	Sell	4,172 -10,320	-71%	-$452K	0.02%	541
2016 Q2	$657K	Buy	14,492 +14,020	+2,970%	+$634K	0.06%	214
2016 Q1	$22K	Buy	472 +43	+10%	+$1.87K	﹤0.01%	1274
2015 Q4	$18K	Buy	+429	New	+$18.2K	﹤0.01%	1407
2014 Q4	–	Sell	-42,736	Closed	-$1.82M	–	4359
2014 Q3	$1.82M	Buy	42,736 +40,762	+2,065%	+$1.69M	0.2%	97
2014 Q2	$84K	Buy	+1,974	New	+$80.1K	0.01%	995
2014 Q1	–	Sell	-11,458	Closed	-$443K	–	4689
2013 Q4	$473K	Sell	11,458 -70,918	-86%	-$2.8M	0.08%	196
2013 Q3	$3.12M	Buy	82,376 +79,014	+2,350%	+$3.12M	0.34%	64
2013 Q2	$135K	Buy	+3,362	New	+$139K	0.01%	388

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

Tower Research Capital (TRC)'s KO Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $774K and bringing the position to 98,087 shares worth $7.46M. The position accounts for 0.19% of the portfolio, ranked #89.

Tower Research Capital (TRC) first reported a position in KO in Q2 2013 and has held it in 46 quarters since. The position peaked at $42.5M in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tower Research Capital (TRC) held 98,087 shares of Coca-Cola worth $7.46M as of Q1 2026.
Tower Research Capital (TRC) bought 10,233 Coca-Cola shares in Q1 2026, an estimated $774K.
Coca-Cola made up 0.19% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #89 holding.
Tower Research Capital (TRC) first reported a position in Coca-Cola in Q2 2013 and has held it in 46 quarters since.
Tower Research Capital (TRC)'s Coca-Cola position peaked at $42.5M in Q1 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.