SEC 13F Intelligence

Tsa Wealth Managment LLC / KO

Tsa Wealth Managment LLC’s Coca Cola Co Position

Does Tsa Wealth Managment LLC own Coca Cola Co (KO)? Yes — 69.8K shares worth $5M (+1.71% of its 13F portfolio) as of Q1 2026, down from 69.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
69.8K
% of Portfolio
+1.71%
Quarters Held
10
currently held

Position History KO

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.8K$5M+1.71%
Q4 202569.9K$5M+1.62%
Q3 202568.8K$5M+1.55%
Q2 202568.8K$5M+1.78%
Q1 202569.1K$5M+1.97%
Q4 202469.2K$4M+1.75%
Q3 202469.1K$5M+2.00%
Q2 202468.8K$4M+1.86%
Q1 202468.5K$4M+1.82%
Q4 202368.4K$4M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tsa Wealth Managment LLC’s full portfolio or all institutional holders of KO.