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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
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 $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

Twin City Private Wealth's KO Position: Q1 2026 in Review

Twin City Private Wealth reduced its Coca-Cola (KO) stake by 1.5% in Q1 2026, selling an estimated $25K and leaving 22,474 shares worth $1.72M. The position accounts for 1.31% of the portfolio, ranked #29.

Twin City Private Wealth first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Twin City Private Wealth held 22,474 shares of Coca-Cola worth $1.72M as of Q1 2026.
  • Twin City Private Wealth sold 331 Coca-Cola shares in Q1 2026, an estimated $25K.
  • Coca-Cola made up 1.31% of Twin City Private Wealth's portfolio in Q1 2026, its #29 holding.
  • Twin City Private Wealth first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.