TwinBeech Capital’s Coca-Cola KO Stock Holding History

TwinBeech Capital’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	–	Sell	-17,945	Closed	-$1.25M	–	710
2025 Q4	$1.25M	Buy	17,945 +12,925	+257%	+$901K	0.09%	263
2025 Q3	$333K	Sell	5,020 -19,551	-80%	-$1.35M	0.01%	454
2025 Q2	$1.74M	Buy	24,571 +4,782	+24%	+$341K	0.04%	347
2025 Q1	$1.42M	Sell	19,789 -97,677	-83%	-$6.52M	0.03%	434
2024 Q4	$7.31M	Buy	+117,466	New	+$7.67M	0.13%	184
2022 Q4	–	Sell	-32,402	Closed	-$1.81M	–	819
2022 Q3	$1.81M	Buy	+32,402	New	+$2.01M	0.05%	353
2022 Q2	–	Sell	-16,471	Closed	-$1.02M	–	614
2022 Q1	$1.02M	Sell	16,471 -48,367	-75%	-$2.94M	0.04%	317
2021 Q4	$3.84M	Sell	64,838 -32,661	-33%	-$1.82M	0.22%	135
2021 Q3	$5.12M	Buy	+97,499	New	+$5.43M	0.36%	73
2020 Q3	–	Sell	-33,158	Closed	-$1.48M	–	510
2020 Q2	$1.48M	Buy	+33,158	New	+$1.53M	0.32%	98

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TwinBeech Capital's KO Position: Q1 2026 in Review

TwinBeech Capital sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 17,945 shares — an estimated $1.25M sold.

TwinBeech Capital first reported a position in KO in Q2 2020 and held it in 10 quarters. The position peaked at $7.31M in Q4 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

TwinBeech Capital reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 17,945 Coca-Cola shares in Q1 2026, an estimated $1.25M.
TwinBeech Capital first reported a position in Coca-Cola in Q2 2020 and held it in 10 quarters.
TwinBeech Capital's Coca-Cola position peaked at $7.31M in Q4 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.