True Link Financial Advisors’s Coca-Cola KO Stock Holding History

True Link Financial 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	–	Sell	-892	Closed	-$67.8K	–	256
2026 Q1	$67.8K	Buy	+892	New	+$67.4K	﹤0.01%	188
2023 Q4	–	Sell	-5,202	Closed	-$291K	–	88
2023 Q3	$291K	Buy	5,202 +202	+4%	+$12.1K	0.03%	93
2023 Q2	$301K	Hold	5,000	–	–	0.04%	100
2023 Q1	$310K	Hold	5,000	–	–	0.04%	104
2022 Q4	$318K	Hold	5,000	–	–	0.04%	100
2022 Q3	$280K	Hold	5,000	–	–	0.04%	115
2022 Q2	$315K	Hold	5,000	–	–	0.05%	106
2022 Q1	$310K	Buy	5,000 +3,250	+186%	+$198K	0.04%	106
2021 Q4	$104K	Sell	1,750 -280	-14%	-$15.6K	0.01%	369
2021 Q3	$107K	Hold	2,030	–	–	0.01%	347
2021 Q2	$110K	Buy	2,030 +280	+16%	+$15.2K	0.02%	292
2021 Q1	$92K	Hold	1,750	–	–	0.01%	421
2020 Q4	$96K	Buy	+1,750	New	+$90.5K	0.02%	438

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Link Financial Advisors's KO Position: Q2 2026 in Review

True Link Financial Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 892 shares — an estimated $67.8K sold.

True Link Financial Advisors first reported a position in KO in Q4 2020 and held it in 13 quarters. The position peaked at $318K in Q4 2022. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

True Link Financial Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 892 Coca-Cola shares in Q2 2026, an estimated $67.8K.
True Link Financial Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's Coca-Cola position peaked at $318K in Q4 2022.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.