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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
2026
Q2 		$224K Sell
2,757
-220
-7% -$17.4K 0.06% 155
2026
Q1 		$226K Buy
2,977
+360
+14% +$27.2K 0.07% 126
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 $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

Tucker Asset Management's KO Position: Q2 2026 in Review

Tucker Asset Management reduced its Coca-Cola (KO) stake by 7.4% in Q2 2026, selling an estimated $17.4K and leaving 2,757 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #155.

Tucker Asset Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $733K in Q3 2023. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tucker Asset Management held 2,757 shares of Coca-Cola worth $224K as of Q2 2026.
  • Tucker Asset Management sold 220 Coca-Cola shares in Q2 2026, an estimated $17.4K.
  • Coca-Cola made up 0.06% of Tucker Asset Management's portfolio in Q2 2026, its #155 holding.
  • Tucker Asset Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Tucker Asset Management's Coca-Cola position peaked at $733K in Q3 2023.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.