TWA
KO icon

Tulsa Wealth Advisors’s Coca-Cola KO Stock Holding History

Tulsa Wealth Advisors’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 		$225K Buy
2,765
+8
+0.3% +$632 0.03% 155
2026
Q1 		$210K Sell
2,757
-2,699
-49% -$204K 0.04% 144
2025
Q4 		$381K Buy
+5,456
New +$380K 0.13% 83

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

Tulsa Wealth Advisors's KO Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Coca-Cola (KO) stake by 0.29% in Q2 2026, buying an estimated $632 and bringing the position to 2,765 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #155.

Tulsa Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q4 2025. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tulsa Wealth Advisors held 2,765 shares of Coca-Cola worth $225K as of Q2 2026.
  • Tulsa Wealth Advisors bought 8 Coca-Cola shares in Q2 2026, an estimated $632.
  • Coca-Cola made up 0.03% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Tulsa Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Coca-Cola position peaked at $381K in Q4 2025.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.