OneAscent Family Office’s Coca-Cola KO Stock Holding History

OneAscent 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 Q1	$384K	Sell	5,043 -440	-8%	-$33.3K	0.27%	91
2025 Q4	$383K	Buy	5,483 +1,235	+29%	+$86.1K	0.26%	95
2025 Q3	$282K	Buy	4,248 +86	+2%	+$5.92K	0.23%	110
2025 Q2	$294K	Sell	4,162 -3,806	-48%	-$271K	0.28%	90
2025 Q1	$570K	Buy	7,968 +4,503	+130%	+$301K	0.53%	60
2024 Q4	$216K	Buy	+3,465	New	+$226K	0.39%	72

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

OneAscent Family Office's KO Position: Q1 2026 in Review

OneAscent Family Office reduced its Coca-Cola (KO) stake by 8% in Q1 2026, selling an estimated $33.3K and leaving 5,043 shares worth $384K. The position accounts for 0.27% of the portfolio, ranked #91.

OneAscent Family Office first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $570K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

OneAscent Family Office held 5,043 shares of Coca-Cola worth $384K as of Q1 2026.
OneAscent Family Office sold 440 Coca-Cola shares in Q1 2026, an estimated $33.3K.
Coca-Cola made up 0.27% of OneAscent Family Office's portfolio in Q1 2026, its #91 holding.
OneAscent Family Office first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Coca-Cola position peaked at $570K in Q1 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.