HFO
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Heritage Family Offices’s Coca-Cola KO Stock Holding History

Heritage Family Offices’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 		$233K Buy
+2,868
New +$227K 0.09% 192

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Family Offices's KO Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Coca-Cola (KO) in Q2 2026: 2,868 shares worth $233K. The stake represents 0.09% of the portfolio and ranks #192 among its holdings.

3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Heritage Family Offices held 2,868 shares of Coca-Cola worth $233K as of Q2 2026.
  • Coca-Cola was a new Heritage Family Offices position in Q2 2026.
  • Coca-Cola made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #192 holding.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.