TW
KO icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TritonPoint Wealth's KO Position: Q1 2026 in Review

TritonPoint Wealth reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $66.6K and leaving 49,589 shares worth $3.8M. The position accounts for 0.41% of the portfolio, ranked #62.

TritonPoint Wealth first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.09M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • TritonPoint Wealth held 49,589 shares of Coca-Cola worth $3.8M as of Q1 2026.
  • TritonPoint Wealth sold 881 Coca-Cola shares in Q1 2026, an estimated $66.6K.
  • Coca-Cola made up 0.41% of TritonPoint Wealth's portfolio in Q1 2026, its #62 holding.
  • TritonPoint Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Coca-Cola position peaked at $4.09M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.