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Brady Family Wealth’s Coca-Cola KO Stock Holding History

Brady Family Wealth’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 		$1.46M Sell
17,906
-389
-2% -$30.7K 0.42% 59
2026
Q1 		$1.39M Sell
18,295
-10
-0.1% -$756 0.43% 56
2025
Q4 		$1.28M Sell
18,305
-40
-0.2% -$2.79K 0.4% 57
2025
Q3 		$1.22M Sell
18,345
-724
-4% -$49.8K 0.38% 56
2025
Q2 		$1.35M Hold
19,069
– – 0.42% 57
2025
Q1 		$1.37M Buy
19,069
+13
+0.1% +$868 0.44% 55
2024
Q4 		$1.19M Sell
19,056
-508
-3% -$33.2K 0.36% 61
2024
Q3 		$1.41M Buy
19,564
+35
+0.2% +$2.4K 0.42% 57
2024
Q2 		$1.24M Buy
19,529
+38
+0.2% +$2.35K 0.4% 59
2024
Q1 		$1.19M Sell
19,491
-1,163
-6% -$69.9K 0.39% 59
2023
Q4 		$1.22M Buy
20,654
+96
+0.5% +$5.45K 0.42% 57
2023
Q3 		$1.15M Buy
20,558
+29
+0.1% +$1.74K 0.44% 56
2023
Q2 		$1.24M Buy
20,529
+28
+0.1% +$1.74K 0.46% 56
2023
Q1 		$1.27M Buy
20,501
+33
+0.2% +$2K 0.5% 54
2022
Q4 		$1.3M Buy
+20,468
New +$1.24M 0.54% 52

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brady Family Wealth's KO Position: Q2 2026 in Review

Brady Family Wealth reduced its Coca-Cola (KO) stake by 2.1% in Q2 2026, selling an estimated $30.7K and leaving 17,906 shares worth $1.46M. The position accounts for 0.42% of the portfolio, ranked #59.

Brady Family Wealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Brady Family Wealth held 17,906 shares of Coca-Cola worth $1.46M as of Q2 2026.
  • Brady Family Wealth sold 389 Coca-Cola shares in Q2 2026, an estimated $30.7K.
  • Coca-Cola made up 0.42% of Brady Family Wealth's portfolio in Q2 2026, its #59 holding.
  • Brady Family Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.