Truvestments Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
13,612
-476
| -3% | -$36K | 0.19% | 135 |
|
|
2025
Q4 | $985K | Sell |
14,088
-1,575
| -10% | -$110K | 0.18% | 125 |
|
|
2025
Q3 | $1.04M | Sell |
15,663
-2,204
| -12% | -$152K | 0.19% | 117 |
|
|
2025
Q2 | $1.26M | Sell |
17,867
-2,074
| -10% | -$148K | 0.25% | 95 |
|
|
2025
Q1 | $1.43M | Sell |
19,941
-27,203
| -58% | -$1.82M | 0.31% | 75 |
|
|
2024
Q4 | $2.94M | Buy |
47,144
+3,436
| +8% | +$224K | 0.76% | 38 |
|
|
2024
Q3 | $3.14M | Buy |
43,708
+1,084
| +3% | +$74.2K | 0.84% | 32 |
|
|
2024
Q2 | $2.71M | Buy |
42,624
+3,831
| +10% | +$237K | 1.08% | 25 |
|
|
2024
Q1 | $2.37M | Buy |
38,793
+30,459
| +365% | +$1.83M | 0.91% | 36 |
|
|
2023
Q4 | $491K | Buy |
8,334
+4,859
| +140% | +$276K | 0.22% | 83 |
|
|
2023
Q3 | $195K | Buy |
3,475
+216
| +7% | +$13K | 0.1% | 183 |
|
|
2023
Q2 | $196K | Buy |
3,259
+68
| +2% | +$4.23K | 0.1% | 189 |
|
|
2023
Q1 | $198K | Sell |
3,191
-64
| -2% | -$3.88K | 0.11% | 163 |
|
|
2022
Q4 | $207K | Buy |
3,255
+875
| +37% | +$52.8K | 0.12% | 136 |
|
|
2022
Q3 | $133K | Sell |
2,380
-470
| -16% | -$29.2K | 0.08% | 181 |
|
|
2022
Q2 | $179K | Buy |
+2,850
| New | +$181K | 0.1% | 166 |
|
|
2022
Q1 | – | Sell |
-3,144
| Closed | -$186K | – | 364 |
|
|
2021
Q4 | $186K | Buy |
3,144
+14
| +0.4% | +$780 | 0.09% | 162 |
|
|
2021
Q3 | $164K | Buy |
3,130
+8
| +0.3% | +$446 | 0.09% | 166 |
|
|
2021
Q2 | $169K | Sell |
3,122
-5,445
| -64% | -$296K | 0.09% | 161 |
|
|
2021
Q1 | $452K | Buy |
8,567
+1,710
| +25% | +$86.1K | 0.26% | 106 |
|
|
2020
Q4 | $375K | Buy |
6,857
+795
| +13% | +$41.1K | 0.26% | 107 |
|
|
2020
Q3 | $299K | Sell |
6,062
-1,447
| -19% | -$69.6K | 0.27% | 101 |
|
|
2020
Q2 | $334K | Sell |
7,509
-267
| -3% | -$12.3K | 0.34% | 70 |
|
|
2020
Q1 | $344K | Sell |
7,776
-8,148
| -51% | -$440K | 0.44% | 60 |
|
|
2019
Q4 | $881K | Buy |
15,924
+64
| +0.4% | +$3.44K | 0.61% | 54 |
|
|
2019
Q3 | $863K | Buy |
15,860
+112
| +0.7% | +$6K | 0.56% | 55 |
|
|
2019
Q2 | $802K | Sell |
15,748
-314
| -2% | -$15.4K | 0.54% | 55 |
|
|
2019
Q1 | $753K | Buy |
+16,062
| New | +$751K | 0.58% | 48 |
|
|
2018
Q3 | $1.14M | Buy |
24,707
+5,144
| +26% | +$235K | 0.55% | 48 |
|
|
2018
Q2 | $858K | Buy |
+19,563
| New | +$845K | 0.54% | 62 |
|
Other funds holding KO
VCM
VPM
Truvestments Capital's KO Position: Q1 2026 in Review
Truvestments Capital reduced its Coca-Cola (KO) stake by 3.4% in Q1 2026, selling an estimated $36K and leaving 13,612 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #135.
Truvestments Capital first reported a position in KO in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.14M in Q3 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Truvestments Capital held 13,612 shares of Coca-Cola worth $1.04M as of Q1 2026.
- Truvestments Capital sold 476 Coca-Cola shares in Q1 2026, an estimated $36K.
- Coca-Cola made up 0.19% of Truvestments Capital's portfolio in Q1 2026, its #135 holding.
- Truvestments Capital first reported a position in Coca-Cola in Q2 2018 and has held it in 30 quarters since.
- Truvestments Capital's Coca-Cola position peaked at $3.14M in Q3 2024.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.