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 Q2	$897K	Buy	11,033 +5,990	+119%	+$473K	0.45%	49
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneAscent Family Office's KO Position: Q2 2026 in Review

OneAscent Family Office increased its Coca-Cola (KO) stake by 119% in Q2 2026, buying an estimated $473K and bringing the position to 11,033 shares worth $897K. The position accounts for 0.45% of the portfolio, ranked #49.

OneAscent Family Office first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

OneAscent Family Office held 11,033 shares of Coca-Cola worth $897K as of Q2 2026.
OneAscent Family Office bought 5,990 Coca-Cola shares in Q2 2026, an estimated $473K.
Coca-Cola made up 0.45% of OneAscent Family Office's portfolio in Q2 2026, its #49 holding.
OneAscent Family Office first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.