TPBG
KO icon

Turning Point Benefit Group’s Coca-Cola KO Stock Holding History

Turning Point Benefit Group’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 		– Sell
-566
Closed -$39.6K – 473
2025
Q4 		$39.6K Buy
566
+68
+14% +$4.74K 0.02% 160
2025
Q3 		$33.3K Buy
+498
New +$34.3K 0.02% 161

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Turning Point Benefit Group's KO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 566 shares — an estimated $39.6K sold.

Turning Point Benefit Group first reported a position in KO in Q3 2025 and held it in 2 quarters. The position peaked at $39.6K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 566 Coca-Cola shares in Q1 2026, an estimated $39.6K.
  • Turning Point Benefit Group first reported a position in Coca-Cola in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Coca-Cola position peaked at $39.6K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.