Tradewinds LLC’s Coca-Cola KO Stock Holding History

Tradewinds LLC’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 Q2	$1.85M	Sell	994 -16,180	-94%	-$1.28M	0.42%	50
2026 Q1	$1.35M	Buy	17,174 +498	+3%	+$37.6K	0.43%	40
2025 Q4	$1.17M	Buy	16,676 +2	+0%	+$139	0.28%	66
2025 Q3	$1.11M	Buy	+16,674	New	+$1.15M	0.27%	65
2025 Q2	–	Sell	-16,679	Closed	-$1.19M	–	176
2025 Q1	$1.19M	Buy	16,679 +3,914	+31%	+$261K	0.34%	63
2024 Q4	$855K	Buy	12,765 +1	+0%	+$65	0.24%	73
2024 Q3	$917K	Sell	12,764 -1,512	-11%	-$104K	0.28%	72
2024 Q2	$909K	Buy	+14,276	New	+$884K	0.28%	69
2023 Q3	$563K	Buy	10,059 +1	+0%	+$60	0.33%	50
2023 Q2	$606K	Hold	10,058	–	–	0.36%	46
2023 Q1	$624K	Buy	+10,058	New	+$609K	0.38%	46
2022 Q4	–	Sell	-9,761	Closed	-$547K	–	172
2022 Q3	$547K	Buy	9,761 +174	+2%	+$10.8K	0.4%	47
2022 Q2	$603K	Buy	+9,587	New	+$608K	0.41%	48

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tradewinds LLC's KO Position: Q2 2026 in Review

Tradewinds LLC reduced its Coca-Cola (KO) stake by 94% in Q2 2026, selling an estimated $1.28M and leaving 994 shares worth $1.85M. The position accounts for 0.42% of the portfolio, ranked #50.

Tradewinds LLC first reported a position in KO in Q2 2022 and has held it in 13 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Tradewinds LLC held 994 shares of Coca-Cola worth $1.85M as of Q2 2026.
Tradewinds LLC sold 16,180 Coca-Cola shares in Q2 2026, an estimated $1.28M.
Coca-Cola made up 0.42% of Tradewinds LLC's portfolio in Q2 2026, its #50 holding.
Tradewinds LLC first reported a position in Coca-Cola in Q2 2022 and has held it in 13 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.