TFF
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The Family Firm’s Coca-Cola KO Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-4,906
Closed -$351K – 149
2025
Q1 		$351K Hold
4,906
– – 0.08% 149
2024
Q4 		$305K Buy
4,906
+32
+0.7% +$2.09K 0.07% 163
2024
Q3 		$350K Buy
4,874
+557
+13% +$38.1K 0.08% 149
2024
Q2 		$275K Buy
4,317
+17
+0.4% +$1.05K 0.06% 165
2024
Q1 		$263K Hold
4,300
– – 0.06% 168
2023
Q4 		$253K Buy
4,300
+56
+1% +$3.18K 0.07% 167
2023
Q3 		$238K Sell
4,244
-792
-16% -$47.5K 0.07% 156
2023
Q2 		$303K Buy
5,036
+31
+0.6% +$1.93K 0.08% 142
2023
Q1 		$310K Buy
5,005
+110
+2% +$6.66K 0.09% 140
2022
Q4 		$311K Buy
4,895
+217
+5% +$13.1K 0.09% 142
2022
Q3 		$262K Buy
4,678
+227
+5% +$14.1K 0.08% 148
2022
Q2 		$280K Buy
4,451
+27
+0.6% +$1.71K 0.08% 152
2022
Q1 		$274K Hold
4,424
– – 0.07% 154
2021
Q4 		$262K Buy
4,424
+18
+0.4% +$1K 0.07% 156
2021
Q3 		$241K Buy
4,406
+465
+12% +$25.9K 0.06% 163
2021
Q2 		$213K Buy
3,941
+16
+0.4% +$871 0.06% 171
2021
Q1 		$207K Buy
+3,925
New +$198K 0.06% 168
2019
Q3 		– Sell
-3,988
Closed -$203K – 142
2019
Q2 		$203K Buy
+3,988
New +$195K 0.07% 139
2017
Q4 		– Sell
-4,475
Closed -$201K – 131
2017
Q3 		$201K Buy
4,475
+9
+0.2% +$409 0.08% 124
2017
Q2 		$200K Buy
+4,466
New +$197K 0.09% 118

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

The Family Firm's KO Position: Q2 2025 in Review

The Family Firm sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 4,906 shares — an estimated $351K sold.

The Family Firm first reported a position in KO in Q2 2017 and held it in 20 quarters. The position peaked at $351K in Q1 2025. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • The Family Firm reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 4,906 Coca-Cola shares in Q2 2025, an estimated $351K.
  • The Family Firm first reported a position in Coca-Cola in Q2 2017 and held it in 20 quarters.
  • The Family Firm's Coca-Cola position peaked at $351K in Q1 2025.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.