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

Fiduciary 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	$1.37M	Buy	18,067 +2,540	+16%	+$192K	0.39%	52
2025 Q4	$1.09M	Sell	15,527 -1,689	-10%	-$118K	0.31%	57
2025 Q3	$1.14M	Sell	17,216 -1,425	-8%	-$98.1K	0.32%	57
2025 Q2	$1.32M	Buy	18,641 +1,641	+10%	+$117K	0.43%	45
2025 Q1	$1.22M	Buy	+17,000	New	+$1.14M	0.41%	49
2024 Q4	–	Sell	-16,006	Closed	-$1.15M	–	170
2024 Q3	$1.15M	Buy	16,006 +7,782	+95%	+$533K	0.38%	55
2024 Q2	$523K	Sell	8,224 -2,055	-20%	-$127K	0.21%	124
2024 Q1	$629K	Buy	10,279 +2,630	+34%	+$158K	0.25%	114
2023 Q4	$451K	Buy	+7,649	New	+$434K	0.2%	129

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

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

Fiduciary Family Office increased its Coca-Cola (KO) stake by 16% in Q1 2026, buying an estimated $192K and bringing the position to 18,067 shares worth $1.37M. The position accounts for 0.39% of the portfolio, ranked #52.

Fiduciary Family Office first reported a position in KO in Q4 2023 and has held it in 9 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Fiduciary Family Office held 18,067 shares of Coca-Cola worth $1.37M as of Q1 2026.
Fiduciary Family Office bought 2,540 Coca-Cola shares in Q1 2026, an estimated $192K.
Coca-Cola made up 0.39% of Fiduciary Family Office's portfolio in Q1 2026, its #52 holding.
Fiduciary Family Office first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.