Turtle Creek Wealth Advisors’s Coca-Cola KO Stock Holding History

Turtle Creek Wealth Advisors's KO Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Coca-Cola (KO) stake by 8.7% in Q1 2026, buying an estimated $624K and bringing the position to 102,692 shares worth $7.81M. The position accounts for 0.59% of the portfolio, ranked #47.

Turtle Creek Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

• Turtle Creek Wealth Advisors held 102,692 shares of Coca-Cola worth $7.81M as of Q1 2026.
• Turtle Creek Wealth Advisors bought 8,248 Coca-Cola shares in Q1 2026, an estimated $624K.
• Coca-Cola made up 0.59% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #47 holding.
• Turtle Creek Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
• 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.