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

Tarbox 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	$642K	Sell	8,439 -1,214	-13%	-$91.8K	0.1%	56
2025 Q4	$675K	Sell	9,653 -135	-1%	-$9.41K	0.11%	59
2025 Q3	$649K	Sell	9,788 -1	-0%	-$69	0.1%	62
2025 Q2	$693K	Buy	9,789 +20	+0.2%	+$1.43K	0.1%	55
2025 Q1	$700K	Hold	9,769	–	–	0.12%	55
2024 Q4	$608K	Hold	9,769	–	–	0.1%	58
2024 Q3	$702K	Hold	9,769	–	–	0.12%	54
2024 Q2	$622K	Hold	9,769	–	–	0.11%	53
2024 Q1	$598K	Buy	9,769 +2,372	+32%	+$142K	0.11%	57
2023 Q4	$436K	Sell	7,397 -2,372	-24%	-$135K	0.08%	63
2023 Q3	$547K	Hold	9,769	–	–	0.11%	51
2023 Q2	$588K	Hold	9,769	–	–	0.11%	51
2023 Q1	$606K	Sell	9,769 -10	-0.1%	-$605	0.12%	46
2022 Q4	$622K	Buy	9,779 +2,337	+31%	+$141K	0.14%	45
2022 Q3	$468K	Sell	7,442 -2,362	-24%	-$147K	0.11%	49
2022 Q2	$617K	Buy	9,804 +2,401	+32%	+$152K	0.14%	48
2022 Q1	$459K	Sell	7,403 -747	-9%	-$45.4K	0.09%	58
2021 Q4	$483K	Sell	8,150 -12	-0.1%	-$668	0.08%	80
2021 Q3	$428K	Sell	8,162 -114	-1%	-$6.36K	0.08%	87
2021 Q2	$448K	Buy	8,276 +41	+0.5%	+$2.23K	0.08%	85
2021 Q1	$434K	Hold	8,235	–	–	0.09%	80
2020 Q4	$452K	Buy	8,235 +136	+2%	+$7.03K	0.09%	74
2020 Q3	$400K	Buy	8,099 +275	+4%	+$13.2K	0.1%	74
2020 Q2	$350K	Buy	7,824 +1,032	+15%	+$47.5K	0.09%	80
2020 Q1	$301K	Buy	6,792 +316	+5%	+$17.1K	0.1%	78
2019 Q4	$358K	Buy	6,476 +86	+1%	+$4.62K	0.1%	78
2019 Q3	$348K	Sell	6,390 -88	-1%	-$4.71K	0.11%	61
2019 Q2	$330K	Sell	6,478 -659	-9%	-$32.3K	0.1%	64
2019 Q1	$334K	Hold	7,137	–	–	0.12%	63
2018 Q4	$338K	Hold	7,137	–	–	0.14%	52
2018 Q3	$330K	Buy	7,137 +966	+16%	+$44.1K	0.12%	63
2018 Q2	$271K	Buy	6,171 +62	+1%	+$2.68K	0.1%	65
2018 Q1	$265K	Sell	6,109 -4,307	-41%	-$193K	0.1%	68
2017 Q4	$478K	Buy	10,416 +21	+0.2%	+$965	0.19%	40
2017 Q3	$468K	Buy	10,395 +141	+1%	+$6.41K	0.21%	38
2017 Q2	$460K	Hold	10,254	–	–	0.23%	32
2017 Q1	$435K	Hold	10,254	–	–	0.22%	34
2016 Q4	$425K	Buy	10,254 +47	+0.5%	+$1.96K	0.24%	29
2016 Q3	$432K	Buy	10,207 +3	+0%	+$131	0.28%	30
2016 Q2	$463K	Buy	10,204 +3	+0%	+$136	0.33%	28
2016 Q1	$473K	Buy	10,201 +38	+0.4%	+$1.65K	0.36%	30
2015 Q4	$437K	Buy	10,163 +18	+0.2%	+$764	0.36%	28
2015 Q3	$407K	Buy	10,145 +39	+0.4%	+$1.56K	0.37%	28
2015 Q2	$396K	Sell	10,106 -4	-0%	-$163	0.34%	29
2015 Q1	$410K	Sell	10,110 -25	-0.2%	-$1.05K	0.36%	29
2014 Q4	$428K	Sell	10,135 -56	-0.5%	-$2.39K	0.4%	29
2014 Q3	$435K	Buy	10,191 +116	+1%	+$4.8K	0.39%	35
2014 Q2	$426K	Buy	10,075 +120	+1%	+$4.87K	0.38%	36
2014 Q1	$381K	Sell	9,955 -1,341	-12%	-$51.8K	0.34%	39
2013 Q4	$467K	Buy	+11,296	New	+$446K	0.39%	37

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

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

Tarbox Family Office reduced its Coca-Cola (KO) stake by 13% in Q1 2026, selling an estimated $91.8K and leaving 8,439 shares worth $642K. The position accounts for 0.1% of the portfolio, ranked #56.

Tarbox Family Office first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $702K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tarbox Family Office held 8,439 shares of Coca-Cola worth $642K as of Q1 2026.
Tarbox Family Office sold 1,214 Coca-Cola shares in Q1 2026, an estimated $91.8K.
Coca-Cola made up 0.1% of Tarbox Family Office's portfolio in Q1 2026, its #56 holding.
Tarbox Family Office first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
Tarbox Family Office's Coca-Cola position peaked at $702K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.