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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpha Family Trust's KO Position: Q1 2026 in Review

Alpha Family Trust held its Coca-Cola (KO) position steady in Q1 2026 at 13,020 shares worth $990K. The position accounts for 0.48% of the portfolio, ranked #36.

Alpha Family Trust first reported a position in KO in Q2 2022 and has held it in 15 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Alpha Family Trust held 13,020 shares of Coca-Cola worth $990K as of Q1 2026.
Alpha Family Trust left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.48% of Alpha Family Trust's portfolio in Q1 2026, its #36 holding.
Alpha Family Trust first reported a position in Coca-Cola in Q2 2022 and has held it in 15 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.