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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
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

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

TSA Wealth Management's KO Position: Q2 2026 in Review

TSA Wealth Management increased its Coca-Cola (KO) stake by 0.93% in Q2 2026, buying an estimated $51.1K and bringing the position to 70,399 shares worth $5.72M. The position accounts for 1.62% of the portfolio, ranked #17.

TSA Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TSA Wealth Management held 70,399 shares of Coca-Cola worth $5.72M as of Q2 2026.
  • TSA Wealth Management bought 647 Coca-Cola shares in Q2 2026, an estimated $51.1K.
  • Coca-Cola made up 1.62% of TSA Wealth Management's portfolio in Q2 2026, its #17 holding.
  • TSA Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.