TFGT
KO icon

TS Financial Group (TSFG)’s Coca-Cola KO Stock Holding History

TS Financial Group (TSFG)’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 		$241K Buy
2,965
+28
+1% +$2.21K 0.03% 176
2026
Q1 		$223K Hold
2,937
– – 0.03% 170
2025
Q4 		$205K Sell
2,937
-36
-1% -$2.51K 0.03% 170
2025
Q3 		$197K Buy
2,973
+319
+12% +$22K 0.03% 175
2025
Q2 		$188K Buy
2,654
+273
+11% +$19.4K 0.03% 169
2025
Q1 		$170K Hold
2,381
– – 0.03% 159
2024
Q4 		$148K Sell
2,381
-1,017
-30% -$66.4K 0.03% 175
2024
Q3 		$244K Buy
3,398
+72
+2% +$4.93K 0.05% 136
2024
Q2 		$212K Buy
3,326
+21
+0.6% +$1.3K 0.05% 140
2024
Q1 		$202K Sell
3,305
-855
-21% -$51.4K 0.05% 145
2023
Q4 		$245K Sell
4,160
-556
-12% -$31.6K 0.08% 121
2023
Q3 		$264K Buy
4,716
+3
+0.1% +$180 0.09% 117
2023
Q2 		$284K Buy
4,713
+52
+1% +$3.23K 0.11% 104
2023
Q1 		$289K Sell
4,661
-117
-2% -$7.08K 0.11% 104
2022
Q4 		$304K Buy
4,778
+450
+10% +$27.2K 0.12% 99
2022
Q3 		$242K Buy
4,328
+256
+6% +$15.9K 0.11% 89
2022
Q2 		$256K Buy
4,072
+31
+0.8% +$1.97K 0.11% 92
2022
Q1 		$251K Sell
4,041
-403
-9% -$24.5K 0.09% 105
2021
Q4 		$263K Buy
4,444
+4
+0.1% +$223 0.09% 108
2021
Q3 		$233K Buy
4,440
+2
+0% +$111 0.09% 107
2021
Q2 		$240K Buy
4,438
+255
+6% +$13.9K 0.1% 107
2021
Q1 		$220K Sell
4,183
-40
-0.9% -$2.01K 0.11% 93
2020
Q4 		$232K Buy
4,223
+47
+1% +$2.43K 0.12% 84
2020
Q3 		$206K Sell
4,176
-300
-7% -$14.4K 0.12% 89
2020
Q2 		$200K Buy
4,476
+100
+2% +$4.61K 0.13% 88
2020
Q1 		$194K Sell
4,376
-115
-3% -$6.21K 0.17% 82
2019
Q4 		$249K Hold
4,491
– – 0.18% 76
2019
Q3 		$244K Buy
4,491
+100
+2% +$5.36K 0.19% 74
2019
Q2 		$224K Buy
4,391
+830
+23% +$40.7K 0.18% 77
2019
Q1 		$167K Buy
+3,561
New +$167K 0.14% 95

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TS Financial Group (TSFG)'s KO Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Coca-Cola (KO) stake by 0.95% in Q2 2026, buying an estimated $2.21K and bringing the position to 2,965 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #176.

TS Financial Group (TSFG) first reported a position in KO in Q1 2019 and has held it in 30 quarters since. The position peaked at $304K in Q4 2022. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TS Financial Group (TSFG) held 2,965 shares of Coca-Cola worth $241K as of Q2 2026.
  • TS Financial Group (TSFG) bought 28 Coca-Cola shares in Q2 2026, an estimated $2.21K.
  • Coca-Cola made up 0.03% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #176 holding.
  • TS Financial Group (TSFG) first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s Coca-Cola position peaked at $304K in Q4 2022.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.