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Twin Peaks Wealth Advisors’s Coca-Cola KO Stock Holding History

Twin Peaks Wealth Advisors’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 		$298K Buy
3,916
+127
+3% +$9.6K 0.08% 141
2025
Q4 		$295K Buy
+3,789
New +$264K 0.09% 142
2025
Q3 		– Sell
-2,958
Closed -$209K – 1223
2025
Q2 		$209K Buy
+2,958
New +$211K 0.07% 153

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 Peaks Wealth Advisors's KO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Coca-Cola (KO) stake by 3.4% in Q1 2026, buying an estimated $9.6K and bringing the position to 3,916 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #141.

Twin Peaks Wealth Advisors first reported a position in KO in Q2 2025 and has held it in 3 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3,916 shares of Coca-Cola worth $298K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 127 Coca-Cola shares in Q1 2026, an estimated $9.6K.
  • Coca-Cola made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • Twin Peaks Wealth Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 3 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.