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

Callan 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	$10.1M	Sell	132,189 -6,268	-5%	-$474K	0.23%	84
2025 Q4	$9.68M	Buy	138,457 +25,480	+23%	+$1.78M	0.21%	94
2025 Q3	$7.49M	Sell	112,977 -15,457	-12%	-$1.06M	0.24%	87
2025 Q2	$9.09M	Buy	128,434 +79,824	+164%	+$5.69M	0.29%	71
2025 Q1	$3.48M	Buy	48,610 +635	+1%	+$42.4K	0.26%	85
2024 Q4	$2.99M	Buy	47,975 +42,253	+738%	+$2.76M	0.19%	103
2024 Q3	$411K	Buy	5,722 +964	+20%	+$66K	0.07%	115
2024 Q2	$303K	Buy	+4,758	New	+$295K	0.06%	118

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

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

Callan Family Office reduced its Coca-Cola (KO) stake by 4.5% in Q1 2026, selling an estimated $474K and leaving 132,189 shares worth $10.1M. The position accounts for 0.23% of the portfolio, ranked #84.

Callan Family Office first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Callan Family Office held 132,189 shares of Coca-Cola worth $10.1M as of Q1 2026.
Callan Family Office sold 6,268 Coca-Cola shares in Q1 2026, an estimated $474K.
Coca-Cola made up 0.23% of Callan Family Office's portfolio in Q1 2026, its #84 holding.
Callan Family Office first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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