Noble Family Wealth’s Coca-Cola KO Stock Holding History

Noble 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 Q1	–	Sell	-4,217	Closed	-$295K	–	79
2025 Q4	$295K	Sell	4,217 -60	-1%	-$4.18K	0.06%	69
2025 Q3	$284K	Buy	4,277 +1,310	+44%	+$90.2K	0.06%	68
2025 Q2	$210K	Hold	2,967	–	–	0.05%	69
2025 Q1	$212K	Buy	+2,967	New	+$198K	0.06%	61
2024 Q4	–	Sell	-2,967	Closed	-$213K	–	62
2024 Q3	$213K	Buy	+2,967	New	+$203K	0.06%	59
2023 Q3	–	Sell	-2,315	Closed	-$139K	–	66
2023 Q2	$139K	Buy	+2,315	New	+$144K	0.05%	64

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Noble Family Wealth's KO Position: Q1 2026 in Review

Noble Family Wealth sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 4,217 shares — an estimated $295K sold.

Noble Family Wealth first reported a position in KO in Q2 2023 and held it in 6 quarters. The position peaked at $295K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Noble Family Wealth reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Noble Family Wealth sold 4,217 Coca-Cola shares in Q1 2026, an estimated $295K.
Noble Family Wealth first reported a position in Coca-Cola in Q2 2023 and held it in 6 quarters.
Noble Family Wealth's Coca-Cola position peaked at $295K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.