Twin Peaks 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
$341K Buy
4,199
+283
+7% +$22.4K 0.08% 148
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

Twin Peaks Wealth Advisors's KO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Coca-Cola (KO) stake by 7.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 4,199 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #148.

Twin Peaks Wealth Advisors first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Twin Peaks Wealth Advisors held 4,199 shares of Coca-Cola worth $341K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 283 Coca-Cola shares in Q2 2026, an estimated $22.4K.
  • Coca-Cola made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Twin Peaks Wealth Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.