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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Fortitude Family Office increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,353 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #174.

Fortitude Family Office first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $215K in Q3 2024. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fortitude Family Office held 1,353 shares of Coca-Cola worth $110K as of Q2 2026.
Fortitude Family Office bought 25 Coca-Cola shares in Q2 2026, an estimated $1.97K.
Coca-Cola made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #174 holding.
Fortitude Family Office first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Coca-Cola position peaked at $215K in Q3 2024.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.