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Tranquilli Financial Advisor’s Coca-Cola KO Stock Holding History

Tranquilli Financial Advisor’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 		$293K Buy
3,610
+204
+6% +$16.1K 0.16% 110
2026
Q1 		$259K Buy
+3,406
New +$257K 0.15% 117

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

Tranquilli Financial Advisor's KO Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its Coca-Cola (KO) stake by 6% in Q2 2026, buying an estimated $16.1K and bringing the position to 3,610 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #110.

Tranquilli Financial Advisor first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tranquilli Financial Advisor held 3,610 shares of Coca-Cola worth $293K as of Q2 2026.
  • Tranquilli Financial Advisor bought 204 Coca-Cola shares in Q2 2026, an estimated $16.1K.
  • Coca-Cola made up 0.16% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #110 holding.
  • Tranquilli Financial Advisor first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.