TSA Wealth Management
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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
Q3 		$6.09M Buy
70,758
+359
+0.5% +$31.1K 1.71% 15
2026
Q2 		$5.72M Buy
70,399
+647
+0.9% +$51.1K 1.62% 17
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

TSA Wealth Management's KO Position: Q3 2026 in Review

TSA Wealth Management increased its Coca-Cola (KO) stake by 0.51% in Q3 2026, buying an estimated $31.1K and bringing the position to 70,758 shares worth $6.09M. The position accounts for 1.71% of the portfolio, ranked #15.

TSA Wealth Management first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • TSA Wealth Management held 70,758 shares of Coca-Cola worth $6.09M as of Q3 2026.
  • TSA Wealth Management bought 359 Coca-Cola shares in Q3 2026, an estimated $31.1K.
  • Coca-Cola made up 1.71% of TSA Wealth Management's portfolio in Q3 2026, its #15 holding.
  • TSA Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.