Morton Brown Family Wealth’s Coca-Cola KO Stock Holding History

Morton Brown Family Wealth’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	$29K	Buy	357 +272	+320%	+$21.5K	0.01%	145
2026 Q1	$6.46K	Hold	85	–	–	﹤0.01%	216
2025 Q4	$5.94K	Buy	85 +30	+55%	+$2.09K	﹤0.01%	219
2025 Q3	$3.65K	Hold	55	–	–	﹤0.01%	222
2025 Q2	$3.89K	Hold	55	–	–	﹤0.01%	252
2025 Q1	$3.94K	Buy	+55	New	+$3.67K	﹤0.01%	252
2024 Q1	–	Sell	-55	Closed	-$3.24K	–	266
2023 Q4	$3.24K	Sell	55 -63	-53%	-$3.58K	﹤0.01%	223
2023 Q3	$6.61K	Hold	118	–	–	﹤0.01%	140
2023 Q2	$7.11K	Sell	118 -42	-26%	-$2.61K	﹤0.01%	132
2023 Q1	$9.93K	Buy	+160	New	+$9.69K	0.01%	131
2022 Q3	–	Sell	-95	Closed	-$6K	–	280
2022 Q2	$6K	Buy	+95	New	+$6.02K	﹤0.01%	139

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

Morton Brown Family Wealth's KO Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Coca-Cola (KO) stake by 320% in Q2 2026, buying an estimated $21.5K and bringing the position to 357 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #145.

Morton Brown Family Wealth first reported a position in KO in Q2 2022 and has held it in 11 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Morton Brown Family Wealth held 357 shares of Coca-Cola worth $29K as of Q2 2026.
Morton Brown Family Wealth bought 272 Coca-Cola shares in Q2 2026, an estimated $21.5K.
Coca-Cola made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #145 holding.
Morton Brown Family Wealth first reported a position in Coca-Cola in Q2 2022 and has held it in 11 quarters since.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.