TCA
KO icon

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
Q2 		$179K Sell
2,202
-268
-11% -$21.2K 0.02% 120
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
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

Trifecta Capital Advisors's KO Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $21.2K and leaving 2,202 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #120.

Trifecta Capital Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $282K in Q2 2025. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Trifecta Capital Advisors held 2,202 shares of Coca-Cola worth $179K as of Q2 2026.
  • Trifecta Capital Advisors sold 268 Coca-Cola shares in Q2 2026, an estimated $21.2K.
  • Coca-Cola made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #120 holding.
  • Trifecta Capital Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Coca-Cola position peaked at $282K in Q2 2025.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.