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

CVA 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	$2.67M	Buy	35,085 +1,491	+4%	+$113K	0.28%	61
2025 Q4	$2.35M	Sell	33,594 -5,167	-13%	-$360K	0.27%	60
2025 Q3	$2.57M	Sell	38,761 -158	-0.4%	-$10.9K	0.33%	57
2025 Q2	$2.75M	Buy	38,919 +349	+0.9%	+$24.9K	0.39%	52
2025 Q1	$2.76M	Buy	38,570 +1,156	+3%	+$77.2K	0.42%	51
2024 Q4	$2.33M	Buy	37,414 +1,005	+3%	+$65.6K	0.37%	54
2024 Q3	$2.62M	Sell	36,409 -353	-1%	-$24.2K	0.42%	48
2024 Q2	$2.34M	Buy	36,762 +223	+0.6%	+$13.8K	0.42%	43
2024 Q1	$2.24M	Buy	36,539 +161	+0.4%	+$9.67K	0.4%	45
2023 Q4	$2.14M	Sell	36,378 -1,106	-3%	-$62.8K	0.42%	45
2023 Q3	$2.1M	Buy	37,484 +712	+2%	+$42.7K	0.48%	45
2023 Q2	$2.21M	Buy	36,772 +1,242	+3%	+$77.3K	0.46%	41
2023 Q1	$2.2M	Buy	35,530 +1,020	+3%	+$61.8K	0.49%	39
2022 Q4	$2.2M	Buy	34,510 +519	+2%	+$31.3K	0.53%	37
2022 Q3	$1.9M	Buy	33,991 +2,748	+9%	+$171K	0.52%	48
2022 Q2	$1.97M	Buy	31,243 +312	+1%	+$19.8K	0.53%	41
2022 Q1	$1.92M	Buy	30,931 +990	+3%	+$60.2K	0.46%	45
2021 Q4	$1.77M	Buy	29,941 +4,589	+18%	+$256K	0.44%	45
2021 Q3	$1.25M	Sell	25,352 -3,302	-12%	-$184K	0.9%	29
2021 Q2	$1.55M	Buy	28,654 +1,056	+4%	+$57.5K	0.44%	45
2021 Q1	$1.46M	Buy	27,598 +3,849	+16%	+$194K	0.55%	40
2020 Q4	$1.3M	Sell	23,749 -1,603	-6%	-$82.9K	0.8%	31
2020 Q3	$1.25M	Buy	25,352 +1,527	+6%	+$73.4K	0.9%	29
2020 Q2	$1.06M	Buy	+23,825	New	+$1.1M	0.88%	29

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

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

CVA Family Office increased its Coca-Cola (KO) stake by 4.4% in Q1 2026, buying an estimated $113K and bringing the position to 35,085 shares worth $2.67M. The position accounts for 0.28% of the portfolio, ranked #61.

CVA Family Office first reported a position in KO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.76M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

CVA Family Office held 35,085 shares of Coca-Cola worth $2.67M as of Q1 2026.
CVA Family Office bought 1,491 Coca-Cola shares in Q1 2026, an estimated $113K.
Coca-Cola made up 0.28% of CVA Family Office's portfolio in Q1 2026, its #61 holding.
CVA Family Office first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
CVA Family Office's Coca-Cola position peaked at $2.76M in Q1 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.