Colony Family Offices’s Coca-Cola KO Stock Holding History

Colony Family Offices’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	$342K	Hold	4,184	–	–	0.08%	46
2026 Q1	$320K	Hold	4,184	–	–	0.08%	46
2025 Q4	$293K	Hold	4,184	–	–	0.07%	47
2025 Q3	$280K	Hold	4,184	–	–	0.07%	49
2025 Q2	$298K	Sell	4,184 -1,035	-20%	-$73.7K	0.08%	47
2025 Q1	$376K	Hold	5,219	–	–	0.12%	45
2024 Q4	$325K	Sell	5,219 -160	-3%	-$10.4K	0.1%	49
2024 Q3	$389K	Hold	5,379	–	–	0.12%	45
2024 Q2	$345K	Sell	5,379 -4	-0.1%	-$248	0.11%	49
2024 Q1	$332K	Buy	5,383 +4	+0.1%	+$240	0.11%	53
2023 Q4	$317K	Hold	5,379	–	–	0.11%	56
2023 Q3	$304K	Buy	+5,379	New	+$323K	0.13%	30
2021 Q2	–	Sell	-15,255	Closed	-$812K	–	39
2021 Q1	$812K	Buy	+15,255	New	+$768K	0.64%	19

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 $3.37T AUM 44.26% 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

Colony Family Offices's KO Position: Q2 2026 in Review

Colony Family Offices held its Coca-Cola (KO) position steady in Q2 2026 at 4,184 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #46.

Colony Family Offices first reported a position in KO in Q1 2021 and has held it in 13 quarters since. The position peaked at $812K in Q1 2021. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Colony Family Offices held 4,184 shares of Coca-Cola worth $342K as of Q2 2026.
Colony Family Offices left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.08% of Colony Family Offices's portfolio in Q2 2026, its #46 holding.
Colony Family Offices first reported a position in Coca-Cola in Q1 2021 and has held it in 13 quarters since.
Colony Family Offices's Coca-Cola position peaked at $812K in Q1 2021.
3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.