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 Q2	$1.39M	Sell	17,109 -958	-5%	-$75.7K	0.35%	55
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 $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

Fiduciary Family Office's KO Position: Q2 2026 in Review

Fiduciary Family Office reduced its Coca-Cola (KO) stake by 5.3% in Q2 2026, selling an estimated $75.7K and leaving 17,109 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #55.

Fiduciary Family Office first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fiduciary Family Office held 17,109 shares of Coca-Cola worth $1.39M as of Q2 2026.
Fiduciary Family Office sold 958 Coca-Cola shares in Q2 2026, an estimated $75.7K.
Coca-Cola made up 0.35% of Fiduciary Family Office's portfolio in Q2 2026, its #55 holding.
Fiduciary Family Office first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.