Twin Lakes Capital Management’s Coca-Cola KO Stock Holding History

Twin Lakes Capital Management’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	$8.13K	Sell	100 -300	-75%	-$23.7K	﹤0.01%	179
2026 Q1	$30.4K	Hold	400	–	–	0.01%	156
2025 Q4	$28K	Hold	400	–	–	0.01%	158
2025 Q3	$26.5K	Hold	400	–	–	0.01%	160
2025 Q2	$28.3K	Hold	400	–	–	0.02%	158
2025 Q1	$28.6K	Hold	400	–	–	0.02%	153
2024 Q4	$24.9K	Hold	400	–	–	0.02%	170
2024 Q3	$28.7K	Buy	400 +100	+33%	+$6.85K	0.02%	164
2024 Q2	$19.1K	Hold	300	–	–	0.01%	177
2024 Q1	$18.4K	Hold	300	–	–	0.01%	181
2023 Q4	$17.7K	Hold	300	–	–	0.01%	181
2023 Q3	$16.8K	Hold	300	–	–	0.01%	190
2023 Q2	$18.1K	Hold	300	–	–	0.01%	183
2023 Q1	$18.6K	Hold	300	–	–	0.01%	179
2022 Q4	$19.1K	Hold	300	–	–	0.01%	177
2022 Q3	$17K	Hold	300	–	–	0.01%	185
2022 Q2	$19K	Hold	300	–	–	0.01%	126
2022 Q1	$19K	Hold	300	–	–	0.01%	196
2021 Q4	$18K	Hold	300	–	–	0.01%	195
2021 Q3	$16K	Hold	300	–	–	0.01%	194
2021 Q2	$16K	Hold	300	–	–	0.01%	175
2021 Q1	$16K	Buy	+300	New	+$15.1K	0.01%	166

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Twin Lakes Capital Management's KO Position: Q2 2026 in Review

Twin Lakes Capital Management reduced its Coca-Cola (KO) stake by 75% in Q2 2026, selling an estimated $23.7K and leaving 100 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Twin Lakes Capital Management first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $30.4K in Q1 2026. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Twin Lakes Capital Management held 100 shares of Coca-Cola worth $8.13K as of Q2 2026.
Twin Lakes Capital Management sold 300 Coca-Cola shares in Q2 2026, an estimated $23.7K.
Coca-Cola made up ﹤0.01% of Twin Lakes Capital Management's portfolio in Q2 2026, its #179 holding.
Twin Lakes Capital Management first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
Twin Lakes Capital Management's Coca-Cola position peaked at $30.4K in Q1 2026.
3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.