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TritonPoint Wealth’s Coca-Cola KO Stock Holding History

TritonPoint Wealth’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 		$4.03M Sell
49,554
-35
-0.1% -$2.76K 0.4% 60
2026
Q1 		$3.8M Sell
49,589
-881
-2% -$66.6K 0.41% 62
2025
Q4 		$3.53M Sell
50,470
-2,688
-5% -$187K 0.36% 68
2025
Q3 		$3.55M Sell
53,158
-883
-2% -$60.8K 0.3% 81
2025
Q2 		$3.85M Buy
54,041
+2,646
+5% +$188K 0.36% 75
2025
Q1 		$3.71M Sell
51,395
-2,397
-4% -$160K 0.35% 75
2024
Q4 		$3.35M Sell
53,792
-2,787
-5% -$182K 0.3% 83
2024
Q3 		$4.09M Sell
56,579
-318
-0.6% -$21.8K 0.37% 74
2024
Q2 		$3.65M Buy
56,897
+262
+0.5% +$16.2K 0.35% 78
2024
Q1 		$3.61M Sell
56,635
-7,777
-12% -$467K 0.38% 68
2023
Q4 		$3.8M Buy
+64,412
New +$3.66M 0.37% 70

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

TritonPoint Wealth's KO Position: Q2 2026 in Review

TritonPoint Wealth reduced its Coca-Cola (KO) stake by 0.07% in Q2 2026, selling an estimated $2.76K and leaving 49,554 shares worth $4.03M. The position accounts for 0.4% of the portfolio, ranked #60.

TritonPoint Wealth first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q3 2024. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TritonPoint Wealth held 49,554 shares of Coca-Cola worth $4.03M as of Q2 2026.
  • TritonPoint Wealth sold 35 Coca-Cola shares in Q2 2026, an estimated $2.76K.
  • Coca-Cola made up 0.4% of TritonPoint Wealth's portfolio in Q2 2026, its #60 holding.
  • TritonPoint Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Coca-Cola position peaked at $4.09M in Q3 2024.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.