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Trail Ridge Investment Advisors’s Coca-Cola KO Stock Holding History

Trail Ridge Investment Advisors’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 		$403K Buy
5,302
+159
+3% +$12K 0.18% 78
2025
Q4 		$360K Buy
5,143
+26
+0.5% +$1.81K 0.15% 84
2025
Q3 		$339K Buy
5,117
+1,197
+31% +$82.4K 0.15% 86
2025
Q2 		$266K Sell
3,920
-7
-0.2% -$499 0.13% 91
2025
Q1 		$281K Sell
3,927
-660
-14% -$44.1K 0.14% 85
2024
Q4 		$286K Buy
4,587
+20
+0.4% +$1.31K 0.14% 90
2024
Q3 		$311K Hold
4,567
– – 0.15% 91
2024
Q2 		$291K Buy
4,567
+208
+5% +$12.9K 0.15% 91
2024
Q1 		$267K Sell
4,359
-6,218
-59% -$374K 0.15% 91
2023
Q4 		$623K Sell
10,577
-141
-1% -$8.01K 0.38% 55
2023
Q3 		$600K Buy
10,718
+262
+3% +$15.7K 0.41% 57
2023
Q2 		$630K Sell
10,456
-565
-5% -$35.1K 0.39% 61
2023
Q1 		$684K Sell
11,021
-341
-3% -$20.6K 0.45% 60
2022
Q4 		$723K Buy
11,362
+112
+1% +$6.76K 0.5% 59
2022
Q3 		$690K Buy
11,250
+713
+7% +$44.3K 0.46% 63
2022
Q2 		$663K Buy
10,537
+38
+0.4% +$2.41K 0.45% 69
2022
Q1 		$651K Buy
10,499
+297
+3% +$18.1K 0.4% 70
2021
Q4 		$604K Buy
+10,202
New +$568K 0.36% 74

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trail Ridge Investment Advisors's KO Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Coca-Cola (KO) stake by 3.1% in Q1 2026, buying an estimated $12K and bringing the position to 5,302 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #78.

Trail Ridge Investment Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $723K in Q4 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Trail Ridge Investment Advisors held 5,302 shares of Coca-Cola worth $403K as of Q1 2026.
  • Trail Ridge Investment Advisors bought 159 Coca-Cola shares in Q1 2026, an estimated $12K.
  • Coca-Cola made up 0.18% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #78 holding.
  • Trail Ridge Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Coca-Cola position peaked at $723K in Q4 2022.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.