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Tucker Asset Management’s Coca-Cola KO Stock Holding History

Tucker Asset 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
2025
Q4 		$183K Sell
2,617
-850
-25% -$59.3K 0.05% 123
2025
Q3 		$230K Buy
3,467
+352
+11% +$24.2K 0.07% 100
2025
Q2 		$220K Sell
3,115
-479
-13% -$34.1K 0.07% 96
2025
Q1 		$257K Sell
3,594
-219
-6% -$14.6K 0.08% 63
2024
Q4 		$237K Sell
3,813
-1,037
-21% -$67.7K 0.03% 118
2024
Q3 		$349K Sell
4,850
-3,450
-42% -$236K 0.08% 83
2024
Q2 		$528K Sell
8,300
-873
-10% -$54K 0.12% 55
2024
Q1 		$561K Sell
9,173
-3,230
-26% -$194K 0.13% 49
2023
Q4 		$731K Sell
12,403
-690
-5% -$39.2K 0.18% 38
2023
Q3 		$733K Buy
13,093
+4,041
+45% +$242K 0.2% 37
2023
Q2 		$545K Buy
9,052
+4,749
+110% +$295K 0.16% 35
2023
Q1 		$267K Buy
4,303
+957
+29% +$57.9K 0.08% 63
2022
Q4 		$214K Sell
3,346
-18
-0.5% -$1.09K 0.07% 49
2022
Q3 		$201K Sell
3,364
-231
-6% -$14.4K 0.07% 39
2022
Q2 		$226K Buy
3,595
+559
+18% +$35.4K 0.07% 21
2022
Q1 		$188K Buy
3,036
+428
+16% +$26K 0.06% 25
2021
Q4 		$153K Buy
2,608
+290
+13% +$16.1K 0.05% 27
2021
Q3 		$131K Buy
2,318
+1,719
+287% +$95.8K 0.05% 32
2021
Q2 		$32.4K Hold
599
– – 0.01% 98
2021
Q1 		$31.6K Buy
599
+246
+70% +$12.4K 0.02% 100
2020
Q4 		$19.4K Buy
+353
New +$18.3K 0.01% 147

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tucker Asset Management's KO Position: Q4 2025 in Review

Tucker Asset Management reduced its Coca-Cola (KO) stake by 25% in Q4 2025, selling an estimated $59.3K and leaving 2,617 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #123.

Tucker Asset Management first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $733K in Q3 2023. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Tucker Asset Management held 2,617 shares of Coca-Cola worth $183K as of Q4 2025.
  • Tucker Asset Management sold 850 Coca-Cola shares in Q4 2025, an estimated $59.3K.
  • Coca-Cola made up 0.05% of Tucker Asset Management's portfolio in Q4 2025, its #123 holding.
  • Tucker Asset Management first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's Coca-Cola position peaked at $733K in Q3 2023.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.