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

Stokes 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	$1.52M	Sell	20,009 -7,337	-27%	-$555K	0.16%	106
2025 Q4	$1.91M	Buy	27,346 +1,264	+5%	+$88.1K	0.17%	94
2025 Q3	$1.73M	Buy	26,082 +1,529	+6%	+$105K	0.16%	101
2025 Q2	$1.74M	Buy	24,553 +38	+0.2%	+$2.71K	0.18%	95
2025 Q1	$1.76M	Sell	24,515 -460	-2%	-$30.7K	0.2%	92
2024 Q4	$1.55M	Buy	24,975 +550	+2%	+$35.9K	0.17%	98
2024 Q3	$1.76M	Sell	24,425 -129	-0.5%	-$8.83K	0.19%	89
2024 Q2	$1.56M	Buy	24,554 +876	+4%	+$54.2K	0.18%	98
2024 Q1	$1.45M	Sell	23,678 -1,196	-5%	-$71.8K	0.18%	98
2023 Q4	$1.47M	Sell	24,874 -10,742	-30%	-$610K	0.2%	91
2023 Q3	$1.99M	Sell	35,616 -1,377	-4%	-$82.6K	0.23%	84
2023 Q2	$2.23M	Buy	36,993 +2,503	+7%	+$156K	0.26%	77
2023 Q1	$2.14M	Buy	34,490 +210	+0.6%	+$12.7K	0.27%	73
2022 Q4	$2.18M	Sell	34,280 -919	-3%	-$55.5K	0.28%	73
2022 Q3	$1.97M	Sell	35,199 -757	-2%	-$47K	0.28%	72
2022 Q2	$2.26M	Sell	35,956 -148	-0.4%	-$9.38K	0.31%	68
2022 Q1	$2.24M	Sell	36,104 -233	-0.6%	-$14.2K	0.3%	68
2021 Q4	$2.15M	Buy	36,337 +1,055	+3%	+$58.7K	0.27%	70
2021 Q3	$1.85M	Buy	35,282 +1,359	+4%	+$75.8K	0.26%	72
2021 Q2	$1.84M	Buy	33,923 +2,472	+8%	+$134K	0.26%	73
2021 Q1	$1.66M	Sell	31,451 -400	-1%	-$20.1K	0.26%	72
2020 Q4	$1.75M	Sell	31,851 -1,152	-3%	-$59.6K	0.34%	61
2020 Q3	$1.63M	Buy	33,003 +1,124	+4%	+$54.1K	0.37%	57
2020 Q2	$1.42M	Sell	31,879 -6	-0%	-$276	0.36%	60
2020 Q1	$1.41M	Buy	31,885 +200	+0.6%	+$10.8K	0.38%	55
2019 Q4	$1.76M	Buy	+31,685	New	+$1.7M	0.39%	55

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

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

Stokes Family Office reduced its Coca-Cola (KO) stake by 27% in Q1 2026, selling an estimated $555K and leaving 20,009 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #106.

Stokes Family Office first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.26M in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Stokes Family Office held 20,009 shares of Coca-Cola worth $1.52M as of Q1 2026.
Stokes Family Office sold 7,337 Coca-Cola shares in Q1 2026, an estimated $555K.
Coca-Cola made up 0.16% of Stokes Family Office's portfolio in Q1 2026, its #106 holding.
Stokes Family Office first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's Coca-Cola position peaked at $2.26M in Q2 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.