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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
Q2 		$1.41M Sell
17,309
-2,700
-13% -$213K 0.16% 105
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
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 $3.37T AUM 44.26% 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

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

Stokes Family Office reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $213K and leaving 17,309 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #105.

Stokes Family Office first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.26M in Q2 2022. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stokes Family Office held 17,309 shares of Coca-Cola worth $1.41M as of Q2 2026.
  • Stokes Family Office sold 2,700 Coca-Cola shares in Q2 2026, an estimated $213K.
  • Coca-Cola made up 0.16% of Stokes Family Office's portfolio in Q2 2026, its #105 holding.
  • Stokes Family Office first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Coca-Cola position peaked at $2.26M in Q2 2022.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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