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FRG Family Wealth Advisors’s Coca-Cola KO Stock Holding History

FRG Family Wealth Advisors’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 		$3.15M Sell
41,393
-3,531
-8% -$267K 0.52% 47
2025
Q4 		$3.14M Sell
44,924
-1,593
-3% -$111K 0.49% 46
2025
Q3 		$3.09M Sell
46,517
-500
-1% -$34.4K 0.5% 45
2025
Q2 		$3.33M Sell
47,017
-700
-1% -$49.9K 0.58% 37
2025
Q1 		$3.42M Hold
47,717
– – 0.66% 36
2024
Q4 		$2.97M Sell
47,717
-2,419
-5% -$158K 0.54% 41
2024
Q3 		$3.6M Hold
50,136
– – 0.64% 35
2024
Q2 		$3.41M Sell
50,136
-3,175
-6% -$197K 0.66% 36
2024
Q1 		$3.29M Sell
53,311
-236
-0.4% -$14.2K 0.65% 33
2023
Q4 		$3.16M Sell
53,547
-945
-2% -$53.7K 0.64% 35
2023
Q3 		$3.05M Sell
54,492
-1,023
-2% -$61.4K 0.69% 35
2023
Q2 		$3.34M Buy
55,515
+275
+0.5% +$17.1K 0.73% 34
2023
Q1 		$3.43M Sell
55,240
-2,603
-5% -$158K 0.78% 34
2022
Q4 		$3.68M Sell
57,843
-2,210
-4% -$133K 0.88% 33
2022
Q3 		$3.36M Sell
60,053
-170
-0.3% -$10.6K 0.83% 33
2022
Q2 		$3.79M Sell
60,223
-1,500
-2% -$95.1K 0.88% 33
2022
Q1 		$3.83M Sell
61,723
-1,620
-3% -$98.5K 0.74% 35
2021
Q4 		$3.75M Sell
63,343
-130
-0.2% -$7.24K 0.7% 35
2021
Q3 		$3.33M Sell
63,473
-3,743
-6% -$209K 0.65% 35
2021
Q2 		$3.64M Buy
67,216
+180
+0.3% +$9.79K 0.69% 34
2021
Q1 		$3.53M Buy
67,036
+873
+1% +$43.9K 0.72% 35
2020
Q4 		$3.63M Sell
66,163
-30
-0% -$1.55K 0.79% 35
2020
Q3 		$3.27M Sell
66,193
-434
-0.7% -$20.9K 0.79% 36
2020
Q2 		$2.98M Buy
66,627
+9,885
+17% +$455K 0.79% 37
2020
Q1 		$2.51M Buy
56,742
+200
+0.4% +$10.8K 0.76% 37
2019
Q4 		$3.13M Sell
56,542
-1,116
-2% -$60K 0.76% 37
2019
Q3 		$3.14M Sell
57,658
-1,125
-2% -$60.2K 0.81% 36
2019
Q2 		$2.99M Hold
58,783
– – 0.79% 41
2019
Q1 		$2.75M Hold
58,783
– – 0.78% 39
2018
Q4 		$2.78M Sell
58,783
-3,905
-6% -$187K 0.91% 35
2018
Q3 		$2.9M Sell
62,688
-3,765
-6% -$172K 0.79% 40
2018
Q2 		$2.92M Sell
66,453
-1,255
-2% -$54.2K 0.87% 37
2018
Q1 		$2.94M Buy
67,708
+57
+0.1% +$2.56K 0.98% 32
2017
Q4 		$3.1M Sell
67,651
-21
-0% -$965 1% 35
2017
Q3 		$3.05M Buy
67,672
+2,330
+4% +$106K 1.05% 31
2017
Q2 		$2.93M Buy
65,342
+1,146
+2% +$50.6K 1.08% 30
2017
Q1 		$2.73M Buy
64,196
+2,659
+4% +$111K 1.07% 32
2016
Q4 		$2.55M Buy
61,537
+2,355
+4% +$98K 1.07% 30
2016
Q3 		$2.5M Hold
59,182
– – 1.13% 27
2016
Q2 		$2.68M Sell
59,182
-176
-0.3% -$7.95K 1.21% 24
2016
Q1 		$2.77M Sell
59,358
-680
-1% -$29.6K 1.34% 19
2015
Q4 		$2.58M Buy
+60,038
New +$2.55M 1.26% 23

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

FRG Family Wealth Advisors's KO Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Coca-Cola (KO) stake by 7.9% in Q1 2026, selling an estimated $267K and leaving 41,393 shares worth $3.15M. The position accounts for 0.52% of the portfolio, ranked #47.

FRG Family Wealth Advisors first reported a position in KO in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.83M in Q1 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • FRG Family Wealth Advisors held 41,393 shares of Coca-Cola worth $3.15M as of Q1 2026.
  • FRG Family Wealth Advisors sold 3,531 Coca-Cola shares in Q1 2026, an estimated $267K.
  • Coca-Cola made up 0.52% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • FRG Family Wealth Advisors first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Coca-Cola position peaked at $3.83M in Q1 2022.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.