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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
2022
Q1 		– Sell
-7
Closed -$3K – 897
2021
Q4 		$3K Buy
+7
New +$390 ﹤0.01% 764

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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. 3,360 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.
  • 3,360 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.