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

Fortitude 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 Q3	$265K	Buy	3,079 +1,726	+128%	+$150K	0.05%	124
2026 Q2	$110K	Buy	1,353 +25	+2%	+$1.97K	0.02%	174
2026 Q1	$101K	Buy	1,328 +562	+73%	+$42.5K	0.02%	159
2025 Q4	$53.6K	Sell	766 -163	-18%	-$11.4K	0.01%	242
2025 Q3	$61.6K	Sell	929 -27	-3%	-$1.86K	0.02%	224
2025 Q2	$67.6K	Sell	956 -196	-17%	-$14K	0.02%	204
2025 Q1	$82.5K	Sell	1,152 -1,824	-61%	-$122K	0.03%	171
2024 Q4	$185K	Sell	2,976 -19	-0.6%	-$1.24K	0.07%	124
2024 Q3	$215K	Buy	2,995 +2,103	+236%	+$144K	0.09%	108
2024 Q2	$56.8K	Sell	892 -14	-2%	-$867	0.03%	159
2024 Q1	$55.4K	Buy	906 +7	+0.8%	+$420	0.04%	139
2023 Q4	$53K	Buy	+899	New	+$51.1K	0.04%	162

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Fortitude Family Office's KO Position: Q3 2026 in Review

Fortitude Family Office increased its Coca-Cola (KO) stake by 128% in Q3 2026, buying an estimated $150K and bringing the position to 3,079 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #124.

Fortitude Family Office first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 569 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Fortitude Family Office held 3,079 shares of Coca-Cola worth $265K as of Q3 2026.
Fortitude Family Office bought 1,726 Coca-Cola shares in Q3 2026, an estimated $150K.
Coca-Cola made up 0.05% of Fortitude Family Office's portfolio in Q3 2026, its #124 holding.
Fortitude Family Office first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
569 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.