TruWealth Advisors’s Coca-Cola KO Stock Holding History

TruWealth 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 Q1	$320K	Buy	4,206 +160	+4%	+$12.1K	0.02%	144
2025 Q4	$283K	Sell	4,046 -15	-0.4%	-$1.05K	0.01%	148
2025 Q3	$269K	Buy	4,061 +43	+1%	+$2.96K	0.01%	153
2025 Q2	$284K	Sell	4,018 -47	-1%	-$3.35K	0.02%	141
2025 Q1	$291K	Sell	4,065 -162	-4%	-$10.8K	0.02%	130
2024 Q4	$263K	Buy	4,227 +68	+2%	+$4.44K	0.02%	134
2024 Q3	$299K	Buy	4,159 +45	+1%	+$3.08K	0.02%	128
2024 Q2	$262K	Sell	4,114 -1,082	-21%	-$67K	0.02%	140
2024 Q1	$318K	Buy	5,196 +998	+24%	+$60K	0.02%	125
2023 Q4	$247K	Sell	4,198 -752	-15%	-$42.7K	0.02%	134
2023 Q3	$277K	Sell	4,950 -112	-2%	-$6.72K	0.02%	118
2023 Q2	$305K	Buy	5,062 +411	+9%	+$25.6K	0.03%	111
2023 Q1	$289K	Sell	4,651 -542	-10%	-$32.8K	0.03%	122
2022 Q4	$330K	Buy	5,193 +1,030	+25%	+$62.2K	0.03%	106
2022 Q3	$233K	Buy	4,163 +274	+7%	+$17K	0.02%	119
2022 Q2	$245K	Buy	+3,889	New	+$247K	0.03%	118

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TruWealth Advisors's KO Position: Q1 2026 in Review

TruWealth Advisors increased its Coca-Cola (KO) stake by 4% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,206 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #144.

TruWealth Advisors first reported a position in KO in Q2 2022 and has held it in 16 quarters since. The position peaked at $330K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

TruWealth Advisors held 4,206 shares of Coca-Cola worth $320K as of Q1 2026.
TruWealth Advisors bought 160 Coca-Cola shares in Q1 2026, an estimated $12.1K.
Coca-Cola made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #144 holding.
TruWealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
TruWealth Advisors's Coca-Cola position peaked at $330K in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.