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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
Q2 		$379K Buy
4,659
+41
+0.9% +$3.24K 0.13% 170
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QTR Family Wealth's KO Position: Q2 2026 in Review

QTR Family Wealth increased its Coca-Cola (KO) stake by 0.89% in Q2 2026, buying an estimated $3.24K and bringing the position to 4,659 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #170.

QTR Family Wealth first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • QTR Family Wealth held 4,659 shares of Coca-Cola worth $379K as of Q2 2026.
  • QTR Family Wealth bought 41 Coca-Cola shares in Q2 2026, an estimated $3.24K.
  • Coca-Cola made up 0.13% of QTR Family Wealth's portfolio in Q2 2026, its #170 holding.
  • QTR Family Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.