FCM
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Family Capital Management’s Coca-Cola KO Stock Holding History

Family Capital Management’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 		$486K Buy
6,393
+374
+6% +$28.3K 0.22% 63
2025
Q4 		$421K Buy
6,019
+118
+2% +$8.23K 0.19% 68
2025
Q3 		$391K Buy
5,901
+283
+5% +$19.5K 0.19% 71
2025
Q2 		$397K Buy
5,618
+1,095
+24% +$78K 0.21% 66
2025
Q1 		$324K Buy
4,523
+351
+8% +$23.4K 0.2% 57
2024
Q4 		$260K Buy
4,172
+134
+3% +$8.75K 0.16% 60
2024
Q3 		$290K Buy
4,038
+75
+2% +$5.14K 0.19% 56
2024
Q2 		$252K Sell
3,963
-54
-1% -$3.34K 0.17% 58
2024
Q1 		$246K Buy
4,017
+208
+5% +$12.5K 0.17% 61
2023
Q4 		$224K Buy
3,809
+42
+1% +$2.39K 0.16% 68
2023
Q3 		$211K Buy
3,767
+81
+2% +$4.86K 0.14% 74
2023
Q2 		$222K Sell
3,686
-558
-13% -$34.7K 0.14% 70
2023
Q1 		$263K Buy
4,244
+36
+0.9% +$2.18K 0.11% 57
2022
Q4 		$268K Buy
+4,208
New +$254K 0.18% 57

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family Capital Management's KO Position: Q1 2026 in Review

Family Capital Management increased its Coca-Cola (KO) stake by 6.2% in Q1 2026, buying an estimated $28.3K and bringing the position to 6,393 shares worth $486K. The position accounts for 0.22% of the portfolio, ranked #63.

Family Capital Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Family Capital Management held 6,393 shares of Coca-Cola worth $486K as of Q1 2026.
  • Family Capital Management bought 374 Coca-Cola shares in Q1 2026, an estimated $28.3K.
  • Coca-Cola made up 0.22% of Family Capital Management's portfolio in Q1 2026, its #63 holding.
  • Family Capital Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.