TI
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Truepoint Inc’s Coca-Cola KO Stock Holding History

Truepoint Inc’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 		$216K Sell
2,840
-4,242
-60% -$321K ﹤0.01% 144
2025
Q4 		$495K Buy
+7,082
New +$494K 0.01% 104
2024
Q1 		– Sell
-3,747
Closed -$221K – 185
2023
Q4 		$221K Buy
+3,747
New +$213K 0.01% 215
2017
Q4 		– Sell
-12,688
Closed -$571K – 102
2017
Q3 		$571K Sell
12,688
-1,787
-12% -$81.3K 0.06% 50
2017
Q2 		$660K Sell
14,475
-11
-0.1% -$486 0.07% 45
2017
Q1 		$615K Sell
14,486
-1,240
-8% -$51.7K 0.07% 47
2016
Q4 		$661K Sell
15,726
-2,293
-13% -$95.4K 0.07% 44
2016
Q3 		$763K Hold
18,019
– – 0.09% 31
2016
Q2 		$817K Sell
18,019
-515
-3% -$23.3K 0.1% 29
2016
Q1 		$860K Sell
18,534
-1,997
-10% -$86.9K 0.11% 27
2015
Q4 		$882K Sell
20,531
-2,950
-13% -$125K 0.12% 23
2015
Q3 		$942K Buy
23,481
+181
+0.8% +$7.25K 0.14% 22
2015
Q2 		$914K Buy
23,300
+12,717
+120% +$517K 0.14% 14
2015
Q1 		$429K Sell
10,583
-15,069
-59% -$630K 0.07% 20
2014
Q4 		$1.08M Buy
25,652
+6,450
+34% +$275K 0.17% 12
2014
Q3 		$819K Buy
+19,202
New +$794K 0.14% 13

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

Truepoint Inc's KO Position: Q1 2026 in Review

Truepoint Inc reduced its Coca-Cola (KO) stake by 60% in Q1 2026, selling an estimated $321K and leaving 2,840 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Truepoint Inc first reported a position in KO in Q3 2014 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Truepoint Inc held 2,840 shares of Coca-Cola worth $216K as of Q1 2026.
  • Truepoint Inc sold 4,242 Coca-Cola shares in Q1 2026, an estimated $321K.
  • Coca-Cola made up ﹤0.01% of Truepoint Inc's portfolio in Q1 2026, its #144 holding.
  • Truepoint Inc first reported a position in Coca-Cola in Q3 2014 and has held it in 16 quarters since.
  • Truepoint Inc's Coca-Cola position peaked at $1.08M in Q4 2014.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.