Boston Family Office’s Coca-Cola KO Stock Holding History

Boston Family Office’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	$3.36M	Sell	44,147 -526	-1%	-$39.8K	0.22%	91
2025 Q4	$3.12M	Buy	44,673 +184	+0.4%	+$12.8K	0.2%	94
2025 Q3	$2.95M	Sell	44,489 -1,038	-2%	-$71.4K	0.19%	98
2025 Q2	$3.22M	Sell	45,527 -470	-1%	-$33.5K	0.21%	92
2025 Q1	$3.29M	Sell	45,997 -570	-1%	-$38.1K	0.23%	87
2024 Q4	$2.9M	Sell	46,567 -204	-0.4%	-$13.3K	0.2%	92
2024 Q3	$3.36M	Sell	46,771 -464	-1%	-$31.8K	0.23%	88
2024 Q2	$3.01M	Sell	47,235 -239	-0.5%	-$14.8K	0.22%	91
2024 Q1	$2.9M	Sell	47,474 -58	-0.1%	-$3.48K	0.21%	92
2023 Q4	$2.8M	Sell	47,532 -570	-1%	-$32.4K	0.21%	91
2023 Q3	$2.69M	Buy	48,102 +156	+0.3%	+$9.36K	0.22%	87
2023 Q2	$2.89M	Buy	47,946 +2,307	+5%	+$144K	0.22%	89
2023 Q1	$2.83M	Buy	45,639 +50	+0.1%	+$3.03K	0.23%	86
2022 Q4	$2.9M	Sell	45,589 -118	-0.3%	-$7.12K	0.24%	84
2022 Q3	$2.56M	Sell	45,707 -53	-0.1%	-$3.29K	0.23%	86
2022 Q2	$2.88M	Sell	45,760 -685	-1%	-$43.4K	0.24%	86
2022 Q1	$2.88M	Sell	46,445 -109	-0.2%	-$6.63K	0.2%	94
2021 Q4	$2.76M	Sell	46,554 -11	-0%	-$613	0.18%	100
2021 Q3	$2.44M	Sell	46,565 -15,250	-25%	-$850K	0.18%	103
2021 Q2	$3.35M	Sell	61,815 -7,500	-11%	-$408K	0.24%	91
2021 Q1	$3.65M	Sell	69,315 -41	-0.1%	-$2.06K	0.27%	84
2020 Q4	$3.8M	Sell	69,356 -4,200	-6%	-$217K	0.29%	80
2020 Q3	$3.63M	Sell	73,556 -2,867	-4%	-$138K	0.33%	73
2020 Q2	$3.42M	Sell	76,423 -120	-0.2%	-$5.53K	0.33%	73
2020 Q1	$3.39M	Sell	76,543 -3,008	-4%	-$162K	0.4%	68
2019 Q4	$4.4M	Sell	79,551 -303	-0.4%	-$16.3K	0.42%	66
2019 Q3	$4.35M	Sell	79,854 -199	-0.2%	-$10.7K	0.45%	63
2019 Q2	$4.08M	Sell	80,053 -100	-0.1%	-$4.9K	0.42%	68
2019 Q1	$3.76M	Sell	80,153 -214	-0.3%	-$10K	0.41%	71
2018 Q4	$3.81M	Sell	80,367 -98	-0.1%	-$4.69K	0.47%	62
2018 Q3	$3.72M	Sell	80,465 -1,650	-2%	-$75.4K	0.39%	77
2018 Q2	$3.6M	Sell	82,115 -3,473	-4%	-$150K	0.41%	77
2018 Q1	$3.72M	Sell	85,588 -1,176	-1%	-$52.8K	0.42%	75
2017 Q4	$3.98M	Sell	86,764 -3,170	-4%	-$146K	0.44%	74
2017 Q3	$4.05M	Sell	89,934 -411	-0.5%	-$18.7K	0.46%	72
2017 Q2	$4.05M	Sell	90,345 -377	-0.4%	-$16.7K	0.48%	71
2017 Q1	$3.85M	Sell	90,722 -950	-1%	-$39.6K	0.47%	69
2016 Q4	$3.8M	Sell	91,672 -2,150	-2%	-$89.5K	0.49%	63
2016 Q3	$3.97M	Sell	93,822 -81	-0.1%	-$3.55K	0.51%	65
2016 Q2	$4.26M	Sell	93,903 -885	-0.9%	-$40K	0.55%	57
2016 Q1	$4.4M	Buy	94,788 +5,228	+6%	+$228K	0.58%	56
2015 Q4	$3.85M	Buy	89,560 +1,003	+1%	+$42.6K	0.53%	64
2015 Q3	$3.55M	Sell	88,557 -508	-0.6%	-$20.3K	0.49%	70
2015 Q2	$3.49M	Sell	89,065 -5,600	-6%	-$228K	0.44%	75
2015 Q1	$3.84M	Sell	94,665 -350	-0.4%	-$14.6K	0.48%	70
2014 Q4	$4.01M	Sell	95,015 -4,668	-5%	-$199K	0.5%	69
2014 Q3	$4.25M	Sell	99,683 -1,240	-1%	-$51.3K	0.55%	58
2014 Q2	$4.28M	Sell	100,923 -1,000	-1%	-$40.6K	0.54%	59
2014 Q1	$3.94M	Sell	101,923 -980	-1%	-$37.9K	0.52%	64
2013 Q4	$4.25M	Sell	102,903 -4,820	-4%	-$190K	0.56%	59
2013 Q3	$4.08M	Sell	107,723 -230	-0.2%	-$9.09K	0.58%	57
2013 Q2	$4.33M	Buy	+107,953	New	+$4.47M	0.66%	49

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

Boston Family Office's KO Position: Q1 2026 in Review

Boston Family Office reduced its Coca-Cola (KO) stake by 1.2% in Q1 2026, selling an estimated $39.8K and leaving 44,147 shares worth $3.36M. The position accounts for 0.22% of the portfolio, ranked #91.

Boston Family Office first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.4M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Boston Family Office held 44,147 shares of Coca-Cola worth $3.36M as of Q1 2026.
Boston Family Office sold 526 Coca-Cola shares in Q1 2026, an estimated $39.8K.
Coca-Cola made up 0.22% of Boston Family Office's portfolio in Q1 2026, its #91 holding.
Boston Family Office first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's Coca-Cola position peaked at $4.4M in Q4 2019.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.