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Turtle Creek Wealth Advisors, LLC

SEC CIK
0002007171
Latest filing
Jul 27, 2026

KO holding history

Coca Cola Co in every 13F filed by Turtle Creek Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
219,390
Value
$17.8M
% of portfolio
0.9%
Quarters held
11
Since Q4 2023
Holdings of KO by Turtle Creek Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026219,390$17.8M0.9%+116,698+113.6%AddedHolders
Q1 2026102,692$7.81M0.6%+8,248+8.7%AddedHolders
Q4 202594,444$6.60M0.5%+11,544+13.9%AddedHolders
Q3 202582,900$5.50M0.5%+21,049+34.0%AddedHolders
Q2 202561,851$4.38M0.5%+4,081+7.1%AddedHolders
Q1 202557,770$4.14M0.6%+46,026+391.9%AddedHolders
Q4 202411,744$731.2K0.2%+2,276+24.0%AddedHolders
Q3 20249,468$680.4K0.1%+605+6.8%AddedHolders
Q2 20248,863$564.1K0.1%+1,588+21.8%AddedHolders
Q1 20247,275$445.1K0.1%+482+7.1%AddedHolders
Q4 20236,793$400.3K0.1%–No prior filingHolders