Trifecta Capital Advisors’s Coca-Cola KO Stock Holding History

Trifecta Capital 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	$188K	Sell	2,470 -860	-26%	-$65K	0.03%	103
2025 Q4	$233K	Sell	3,330 -141	-4%	-$9.83K	0.03%	94
2025 Q3	$230K	Sell	3,471 -514	-13%	-$35.4K	0.04%	97
2025 Q2	$282K	Buy	3,985 +1,788	+81%	+$127K	0.05%	85
2025 Q1	$157K	Sell	2,197 -284	-11%	-$19K	0.03%	88
2024 Q4	$154K	Buy	2,481 +70	+3%	+$4.57K	0.03%	94
2024 Q3	$173K	Hold	2,411	–	–	0.04%	85
2024 Q2	$153K	Hold	2,411	–	–	0.03%	87
2024 Q1	$148K	Hold	2,411	–	–	0.04%	88
2023 Q4	$142K	Hold	2,411	–	–	0.04%	93
2023 Q3	$135K	Hold	2,411	–	–	0.04%	93
2023 Q2	$145K	Hold	2,411	–	–	0.05%	93
2023 Q1	$150K	Hold	2,411	–	–	0.05%	94
2022 Q4	$153K	Buy	+2,411	New	+$146K	0.06%	94

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

Trifecta Capital Advisors's KO Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its Coca-Cola (KO) stake by 26% in Q1 2026, selling an estimated $65K and leaving 2,470 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #103.

Trifecta Capital Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $282K in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Trifecta Capital Advisors held 2,470 shares of Coca-Cola worth $188K as of Q1 2026.
Trifecta Capital Advisors sold 860 Coca-Cola shares in Q1 2026, an estimated $65K.
Coca-Cola made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #103 holding.
Trifecta Capital Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Coca-Cola position peaked at $282K in Q2 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.