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 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 $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

Tradewinds LLC's KO Position: Q1 2026 in Review

Tradewinds LLC increased its Coca-Cola (KO) stake by 3% in Q1 2026, buying an estimated $37.6K and bringing the position to 17,174 shares worth $1.35M. The position accounts for 0.43% of the portfolio, ranked #40.

Tradewinds LLC first reported a position in KO in Q2 2022 and has held it in 12 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tradewinds LLC held 17,174 shares of Coca-Cola worth $1.35M as of Q1 2026.
Tradewinds LLC bought 498 Coca-Cola shares in Q1 2026, an estimated $37.6K.
Coca-Cola made up 0.43% of Tradewinds LLC's portfolio in Q1 2026, its #40 holding.
Tradewinds LLC first reported a position in Coca-Cola in Q2 2022 and has held it in 12 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.