Alpha Family Trust’s Coca-Cola KO Stock Holding History

Alpha Family Trust’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
2026 Q2	$1.06M	Hold	13,020	–	–	0.43%	37
2026 Q1	$990K	Hold	13,020	–	–	0.48%	36
2025 Q4	$910K	Hold	13,020	–	–	0.41%	42
2025 Q3	$863K	Hold	13,020	–	–	0.41%	44
2025 Q2	$921K	Hold	13,020	–	–	0.46%	40
2025 Q1	$932K	Buy	13,020 +5,975	+85%	+$399K	0.54%	38
2024 Q4	$439K	Hold	7,045	–	–	0.25%	65
2024 Q3	$506K	Hold	7,045	–	–	0.28%	59
2024 Q2	$448K	Buy	7,045 +1,245	+21%	+$77.1K	0.26%	63
2024 Q1	$355K	Buy	5,800 +1,215	+26%	+$73K	0.21%	86
2023 Q4	$270K	Sell	4,585 -7,315	-61%	-$415K	0.18%	104
2023 Q3	$666K	Buy	11,900 +5,635	+90%	+$338K	0.51%	37
2023 Q2	$377K	Hold	6,265	–	–	0.26%	63
2023 Q1	$389K	Buy	6,265 +1,665	+36%	+$101K	0.31%	64
2022 Q4	$293K	Buy	+4,600	New	+$278K	0.26%	80
2022 Q3	–	Sell	-5,895	Closed	-$371K	–	53
2022 Q2	$371K	Buy	+5,895	New	+$374K	0.24%	29

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alpha Family Trust's KO Position: Q2 2026 in Review

Alpha Family Trust held its Coca-Cola (KO) position steady in Q2 2026 at 13,020 shares worth $1.06M. The position accounts for 0.43% of the portfolio, ranked #37.

Alpha Family Trust first reported a position in KO in Q2 2022 and has held it in 16 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Alpha Family Trust held 13,020 shares of Coca-Cola worth $1.06M as of Q2 2026.
Alpha Family Trust left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.43% of Alpha Family Trust's portfolio in Q2 2026, its #37 holding.
Alpha Family Trust first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.