Tred Avon Family Wealth’s Coca-Cola KO Stock Holding History

Tred Avon 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 Q1	$1.2M	Hold	15,797	–	–	0.4%	62
2025 Q4	$1.1M	Sell	15,797 -239	-1%	-$16.7K	0.36%	68
2025 Q3	$1.06M	Buy	+16,036	New	+$1.1M	0.37%	67

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

Tred Avon Family Wealth's KO Position: Q1 2026 in Review

Tred Avon Family Wealth held its Coca-Cola (KO) position steady in Q1 2026 at 15,797 shares worth $1.2M. The position accounts for 0.4% of the portfolio, ranked #62.

Tred Avon Family Wealth first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tred Avon Family Wealth held 15,797 shares of Coca-Cola worth $1.2M as of Q1 2026.
Tred Avon Family Wealth left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.4% of Tred Avon Family Wealth's portfolio in Q1 2026, its #62 holding.
Tred Avon Family Wealth first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.