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TSA Wealth Managment LLC → KO

TSA Wealth Managment LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.6M
Q4 2025$4.9M
Q1 2026$5.3M
Q2 2026$5.7M
Q3 2026$6.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.1M70.8K——
Q2 2026$5.7M70.4K——
Q1 2026$5.3M69.8K——
Q4 2025$4.9M69.9K——
Q3 2025$4.6M68.8K——

Other funds holding KO

Other TSA Wealth Managment LLC positions

STT-PG

SPDR SERIES TRUST

$51.4M
STT-PG

SPDR SERIES TRUST

$50.4M
STT-PG

SPDR SERIES TRUST

$30M
STT-PG

SPDR SERIES TRUST

$26.1M
STT-PG

SPDR SERIES TRUST

$26M
SCHW-PJ

SCHWAB STRATEGIC TR

$25.1M
ETHA

ISHARES TR

$23.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M