Tyler-Stone Wealth Management’s Coca-Cola KO Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$373K	Buy	5,270 +19	+0.4%	+$1.35K	0.06%	230
2025 Q1	$376K	Buy	5,251 +104	+2%	+$6.95K	0.07%	217
2024 Q4	$320K	Buy	5,147 +298	+6%	+$19.5K	0.06%	244
2024 Q3	$348K	Buy	4,849 +2,574	+113%	+$176K	0.07%	229
2024 Q2	$145K	Hold	2,275	–	–	0.06%	234
2024 Q1	$139K	Sell	2,275 -461	-17%	-$27.7K	0.06%	236
2023 Q4	$161K	Hold	2,736	–	–	0.08%	199
2023 Q3	$153K	Buy	2,736 +461	+20%	+$27.6K	0.09%	189
2023 Q2	$137K	Buy	+2,275	New	+$142K	0.08%	203
2022 Q4	$161K	Hold	2,538	–	–	0.11%	168
2022 Q3	$142K	Sell	2,538 -5,620	-69%	-$349K	0.11%	170
2022 Q2	$513K	Buy	8,158 +170	+2%	+$10.8K	0.34%	66
2022 Q1	$495K	Sell	7,988 -726	-8%	-$44.2K	0.27%	78
2021 Q4	$516K	Buy	+8,714	New	+$485K	0.27%	81

Other funds holding KO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Tyler-Stone Wealth Management's KO Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Coca-Cola (KO) stake by 0.36% in Q2 2025, buying an estimated $1.35K and bringing the position to 5,270 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #230.

Tyler-Stone Wealth Management first reported a position in KO in Q4 2021 and has held it in 14 quarters since. The position peaked at $516K in Q4 2021. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Tyler-Stone Wealth Management held 5,270 shares of Coca-Cola worth $373K as of Q2 2025.
Tyler-Stone Wealth Management bought 19 Coca-Cola shares in Q2 2025, an estimated $1.35K.
Coca-Cola made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #230 holding.
Tyler-Stone Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Coca-Cola position peaked at $516K in Q4 2021.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.