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 Q2	$10.6M	Sell	130,507 -1,682	-1%	-$133K	0.21%	91
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Family Office's KO Position: Q2 2026 in Review

Callan Family Office reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $133K and leaving 130,507 shares worth $10.6M. The position accounts for 0.21% of the portfolio, ranked #91.

Callan Family Office first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Callan Family Office held 130,507 shares of Coca-Cola worth $10.6M as of Q2 2026.
Callan Family Office sold 1,682 Coca-Cola shares in Q2 2026, an estimated $133K.
Coca-Cola made up 0.21% of Callan Family Office's portfolio in Q2 2026, its #91 holding.
Callan Family Office first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.