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Twin City Private Wealth’s Coca-Cola KO Stock Holding History

Twin City Private Wealth’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 		$1.83M Sell
22,336
-138
-0.6% -$10.9K 1.28% 26
2026
Q1 		$1.72M Sell
22,474
-331
-1% -$25K 1.31% 29
2025
Q4 		$1.59M Sell
22,805
-453
-2% -$31.6K 1.21% 31
2025
Q3 		$1.55M Buy
23,258
+202
+0.9% +$13.9K 1.21% 30
2025
Q2 		$1.64M Buy
23,056
+2,741
+13% +$195K 1.34% 28
2025
Q1 		$1.47M Sell
20,315
-1,493
-7% -$99.7K 1.29% 31
2024
Q4 		$1.36M Sell
21,808
-1,080
-5% -$70.5K 1.2% 33
2024
Q3 		$1.66M Sell
22,888
-468
-2% -$32K 1.43% 32
2024
Q2 		$1.5M Sell
23,356
-585
-2% -$36.2K 1.41% 31
2024
Q1 		$1.48M Buy
+23,941
New +$1.44M 1.45% 28

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

Twin City Private Wealth's KO Position: Q2 2026 in Review

Twin City Private Wealth reduced its Coca-Cola (KO) stake by 0.61% in Q2 2026, selling an estimated $10.9K and leaving 22,336 shares worth $1.83M. The position accounts for 1.28% of the portfolio, ranked #26.

Twin City Private Wealth first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Twin City Private Wealth held 22,336 shares of Coca-Cola worth $1.83M as of Q2 2026.
  • Twin City Private Wealth sold 138 Coca-Cola shares in Q2 2026, an estimated $10.9K.
  • Coca-Cola made up 1.28% of Twin City Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Twin City Private Wealth first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.