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TSA Wealth Management’s Coca-Cola KO Stock Holding History

TSA Wealth Management’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 		$5.3M Sell
69,752
-197
-0.3% -$14.9K 1.71% 21
2025
Q4 		$4.89M Buy
69,949
+1,122
+2% +$78.2K 1.62% 19
2025
Q3 		$4.56M Buy
68,827
+35
+0.1% +$2.41K 1.55% 19
2025
Q2 		$4.87M Sell
68,792
-288
-0.4% -$20.5K 1.78% 18
2025
Q1 		$4.95M Sell
69,080
-91
-0.1% -$6.08K 1.97% 17
2024
Q4 		$4.31M Buy
69,171
+103
+0.1% +$6.72K 1.75% 16
2024
Q3 		$4.96M Buy
69,068
+300
+0.4% +$20.5K 2% 16
2024
Q2 		$4.38M Buy
68,768
+306
+0.4% +$18.9K 1.86% 15
2024
Q1 		$4.19M Buy
68,462
+40
+0.1% +$2.4K 1.82% 16
2023
Q4 		$4.03M Buy
+68,422
New +$3.89M 1.88% 14

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

TSA Wealth Management's KO Position: Q1 2026 in Review

TSA Wealth Management reduced its Coca-Cola (KO) stake by 0.28% in Q1 2026, selling an estimated $14.9K and leaving 69,752 shares worth $5.3M. The position accounts for 1.71% of the portfolio, ranked #21.

TSA Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • TSA Wealth Management held 69,752 shares of Coca-Cola worth $5.3M as of Q1 2026.
  • TSA Wealth Management sold 197 Coca-Cola shares in Q1 2026, an estimated $14.9K.
  • Coca-Cola made up 1.71% of TSA Wealth Management's portfolio in Q1 2026, its #21 holding.
  • TSA Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.