TSG Advice Partners’s Coca-Cola KO Stock Holding History

TSG Advice Partners’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	$380K	Buy	4,991 +734	+17%	+$55.5K	0.06%	96
2025 Q4	$298K	Buy	+4,257	New	+$297K	0.05%	95

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

TSG Advice Partners's KO Position: Q1 2026 in Review

TSG Advice Partners increased its Coca-Cola (KO) stake by 17% in Q1 2026, buying an estimated $55.5K and bringing the position to 4,991 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #96.

TSG Advice Partners first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

TSG Advice Partners held 4,991 shares of Coca-Cola worth $380K as of Q1 2026.
TSG Advice Partners bought 734 Coca-Cola shares in Q1 2026, an estimated $55.5K.
Coca-Cola made up 0.06% of TSG Advice Partners's portfolio in Q1 2026, its #96 holding.
TSG Advice Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.