Biltmore Family Office’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.39M | Buy |
31,216
+3,156
| +11% | +$239K | 0.33% | 59 |
|
|
2025
Q4 | $1.96M | Buy |
28,060
+1,578
| +6% | +$110K | 0.27% | 69 |
|
|
2025
Q3 | $1.77M | Buy |
26,482
+41
| +0.2% | +$2.82K | 0.25% | 69 |
|
|
2025
Q2 | $1.88M | Buy |
26,441
+6,130
| +30% | +$437K | 0.32% | 59 |
|
|
2025
Q1 | $1.47M | Hold |
20,311
| – | – | 0.25% | 67 |
|
|
2024
Q4 | $1.26M | Sell |
20,311
-159
| -0.8% | -$10.4K | 0.21% | 75 |
|
|
2024
Q3 | $1.48M | Buy |
20,470
+1,895
| +10% | +$130K | 0.25% | 69 |
|
|
2024
Q2 | $1.19M | Buy |
18,575
+2,240
| +14% | +$139K | 0.22% | 72 |
|
|
2024
Q1 | $1.01M | Sell |
16,335
-100
| -0.6% | -$6.01K | 0.2% | 82 |
|
|
2023
Q4 | $968K | Hold |
16,435
| – | – | 0.2% | 76 |
|
|
2023
Q3 | $928K | Hold |
16,435
| – | – | 0.21% | 72 |
|
|
2023
Q2 | $997K | Sell |
16,435
-169
| -1% | -$10.5K | 0.21% | 68 |
|
|
2023
Q1 | $1.04M | Sell |
16,604
-2,972
| -15% | -$180K | 0.22% | 70 |
|
|
2022
Q4 | $1.25M | Buy |
19,576
+399
| +2% | +$24.1K | 0.26% | 59 |
|
|
2022
Q3 | $1.08M | Buy |
19,177
+23
| +0.1% | +$1.43K | 0.25% | 58 |
|
|
2022
Q2 | $1.21M | Sell |
19,154
-301
| -2% | -$19.1K | 0.3% | 53 |
|
|
2022
Q1 | $1.22M | Hold |
19,455
| – | – | 0.26% | 62 |
|
|
2021
Q4 | $1.15M | Buy |
19,455
+6
| +0% | +$334 | 0.22% | 73 |
|
|
2021
Q3 | $1.03M | Buy |
19,449
+3
| +0% | +$167 | 0.25% | 65 |
|
|
2021
Q2 | $1.06M | Buy |
19,446
+3
| +0% | +$163 | 0.3% | 55 |
|
|
2021
Q1 | $1.03M | Sell |
19,443
-1,528
| -7% | -$76.9K | 0.32% | 50 |
|
|
2020
Q4 | $1.15M | Buy |
20,971
+421
| +2% | +$21.8K | 0.35% | 46 |
|
|
2020
Q3 | $1.02M | Buy |
20,550
+58
| +0.3% | +$2.79K | 0.57% | 39 |
|
|
2020
Q2 | $924K | Sell |
20,492
-415
| -2% | -$19.1K | 0.56% | 48 |
|
|
2020
Q1 | $934K | Sell |
20,907
-2,566
| -11% | -$139K | 0.61% | 43 |
|
|
2019
Q4 | $1.3M | Sell |
23,473
-20,116
| -46% | -$1.08M | 0.52% | 50 |
|
|
2019
Q3 | $2.39M | Buy |
43,589
+24,000
| +123% | +$1.29M | 1.03% | 35 |
|
|
2019
Q2 | $1.01M | Sell |
19,589
-24,160
| -55% | -$1.18M | 0.55% | 52 |
|
|
2019
Q1 | $2.07M | Buy |
43,749
+535
| +1% | +$25K | 1.05% | 30 |
|
|
2018
Q4 | $2.05M | Sell |
43,214
-6,647
| -13% | -$318K | 1.16% | 29 |
|
|
2018
Q3 | $2.32M | Sell |
49,861
-494
| -1% | -$22.6K | 1.11% | 29 |
|
|
2018
Q2 | $2.23M | Sell |
50,355
-6,506
| -11% | -$281K | 1.11% | 29 |
|
|
2018
Q1 | $2.49M | Sell |
56,861
-424
| -0.7% | -$19K | 1.11% | 30 |
|
|
2017
Q4 | $2.63M | Buy |
+57,285
| New | +$2.63M | 1.19% | 29 |
|
Other funds holding KO
VCM
VPM
Biltmore Family Office's KO Position: Q1 2026 in Review
Biltmore Family Office increased its Coca-Cola (KO) stake by 11% in Q1 2026, buying an estimated $239K and bringing the position to 31,216 shares worth $2.39M. The position accounts for 0.33% of the portfolio, ranked #59.
Biltmore Family Office first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.63M in Q4 2017. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Biltmore Family Office held 31,216 shares of Coca-Cola worth $2.39M as of Q1 2026.
- Biltmore Family Office bought 3,156 Coca-Cola shares in Q1 2026, an estimated $239K.
- Coca-Cola made up 0.33% of Biltmore Family Office's portfolio in Q1 2026, its #59 holding.
- Biltmore Family Office first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's Coca-Cola position peaked at $2.63M in Q4 2017.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.