QFW
KO icon

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

QTR 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 		$351K Buy
4,618
+707
+18% +$53.4K 0.15% 166
2025
Q4 		$300K Buy
3,911
+94
+2% +$6.55K 0.13% 181
2025
Q3 		$253K Buy
3,817
+700
+22% +$48.2K 0.12% 196
2025
Q2 		$221K Buy
+3,117
New +$222K 0.14% 161

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

QTR Family Wealth increased its Coca-Cola (KO) stake by 18% in Q1 2026, buying an estimated $53.4K and bringing the position to 4,618 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #166.

QTR Family Wealth first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • QTR Family Wealth held 4,618 shares of Coca-Cola worth $351K as of Q1 2026.
  • QTR Family Wealth bought 707 Coca-Cola shares in Q1 2026, an estimated $53.4K.
  • Coca-Cola made up 0.15% of QTR Family Wealth's portfolio in Q1 2026, its #166 holding.
  • QTR Family Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.