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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
Q2 		$324K Sell
3,981
-1,321
-25% -$104K 0.14% 78
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trail Ridge Investment Advisors's KO Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Coca-Cola (KO) stake by 25% in Q2 2026, selling an estimated $104K and leaving 3,981 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #78.

Trail Ridge Investment Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $723K in Q4 2022. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Trail Ridge Investment Advisors held 3,981 shares of Coca-Cola worth $324K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 1,321 Coca-Cola shares in Q2 2026, an estimated $104K.
  • Coca-Cola made up 0.14% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Trail Ridge Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Coca-Cola position peaked at $723K in Q4 2022.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.