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Family Management’s Coca-Cola KO Stock Holding History

Family 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 		$245K Buy
3,223
+88
+3% +$6.65K 0.03% 232
2025
Q4 		$219K Sell
3,135
-82
-3% -$5.72K 0.03% 222
2025
Q3 		$213K Buy
3,217
+77
+2% +$5.3K 0.03% 208
2025
Q2 		$222K Sell
3,140
-21
-0.7% -$1.5K 0.03% 170
2025
Q1 		$226K Sell
3,161
-500
-14% -$33.4K 0.04% 162
2024
Q4 		$228K Buy
+3,661
New +$239K 0.04% 150
2024
Q2 		– Sell
-4,201
Closed -$257K – 188
2024
Q1 		$257K Sell
4,201
-963
-19% -$57.8K 0.05% 127
2023
Q4 		$304K Sell
5,164
-860
-14% -$48.8K 0.06% 107
2023
Q3 		$337K Sell
6,024
-744
-11% -$44.6K 0.08% 97
2023
Q2 		$408K Sell
6,768
-449
-6% -$27.9K 0.09% 89
2023
Q1 		$448K Sell
7,217
-1,144
-14% -$69.3K 0.1% 78
2022
Q4 		$532K Sell
8,361
-798
-9% -$48.2K 0.13% 82
2022
Q3 		$513K Sell
9,159
-295
-3% -$18.3K 0.13% 90
2022
Q2 		$595K Sell
9,454
-6,227
-40% -$395K 0.16% 85
2022
Q1 		$972K Hold
15,681
– – 0.27% 63
2021
Q4 		$928K Sell
15,681
-706
-4% -$39.3K 0.24% 71
2021
Q3 		$860K Buy
16,387
+131
+0.8% +$7.3K 0.24% 74
2021
Q2 		$880K Buy
16,256
+5,961
+58% +$324K 0.23% 73
2021
Q1 		$543K Buy
10,295
+3,070
+42% +$155K 0.17% 86
2020
Q4 		$396K Buy
7,225
+337
+5% +$17.4K 0.14% 105
2020
Q3 		$340K Sell
6,888
-598
-8% -$28.8K 0.15% 87
2020
Q2 		$334K Buy
7,486
+2,844
+61% +$131K 0.14% 98
2020
Q1 		$205K Sell
4,642
-437
-9% -$23.6K 0.1% 118
2019
Q4 		$281K Buy
5,079
+1,090
+27% +$58.6K 0.1% 124
2019
Q3 		$217K Buy
+3,989
New +$214K 0.08% 127
2013
Q3 		– Sell
-18,480
Closed -$741K – 70
2013
Q2 		$741K Buy
+18,480
New +$765K 0.45% 48

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 Management's KO Position: Q1 2026 in Review

Family Management increased its Coca-Cola (KO) stake by 2.8% in Q1 2026, buying an estimated $6.65K and bringing the position to 3,223 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #232.

Family Management first reported a position in KO in Q2 2013 and has held it in 26 quarters since. The position peaked at $972K in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Family Management held 3,223 shares of Coca-Cola worth $245K as of Q1 2026.
  • Family Management bought 88 Coca-Cola shares in Q1 2026, an estimated $6.65K.
  • Coca-Cola made up 0.03% of Family Management's portfolio in Q1 2026, its #232 holding.
  • Family Management first reported a position in Coca-Cola in Q2 2013 and has held it in 26 quarters since.
  • Family Management's Coca-Cola position peaked at $972K in Q1 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.