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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.8M Buy
219,390
+116,698
+114% +$9.22M 0.94% 28
2026
Q1
$7.81M Buy
102,692
+8,248
+9% +$624K 0.59% 47
2025
Q4
$6.6M Buy
94,444
+11,544
+14% +$805K 0.52% 53
2025
Q3
$5.5M Buy
82,900
+21,049
+34% +$1.45M 0.49% 57
2025
Q2
$4.38M Buy
61,851
+4,081
+7% +$291K 0.52% 56
2025
Q1
$4.14M Buy
57,770
+46,026
+392% +$3.07M 0.62% 55
2024
Q4
$731K Buy
11,744
+2,276
+24% +$149K 0.17% 58
2024
Q3
$680K Buy
9,468
+605
+7% +$41.4K 0.14% 87
2024
Q2
$564K Buy
8,863
+1,588
+22% +$98.3K 0.13% 87
2024
Q1
$445K Buy
7,275
+482
+7% +$29K 0.11% 97
2023
Q4
$400K Buy
+6,793
New +$386K 0.12% 105

Other funds holding KO

Turtle Creek Wealth Advisors's KO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Coca-Cola (KO) stake by 114% in Q2 2026, buying an estimated $9.22M and bringing the position to 219,390 shares worth $17.8M. The position accounts for 0.94% of the portfolio, ranked #28.

Turtle Creek Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Turtle Creek Wealth Advisors held 219,390 shares of Coca-Cola worth $17.8M as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 116,698 Coca-Cola shares in Q2 2026, an estimated $9.22M.
  • Coca-Cola made up 0.94% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Turtle Creek Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.