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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
Q2 		$1.28M Sell
15,794
-3
-0% -$237 0.39% 63
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
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

Tred Avon Family Wealth's KO Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Coca-Cola (KO) stake by 0.02% in Q2 2026, selling an estimated $237 and leaving 15,794 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #63.

Tred Avon Family Wealth first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tred Avon Family Wealth held 15,794 shares of Coca-Cola worth $1.28M as of Q2 2026.
  • Tred Avon Family Wealth sold 3 Coca-Cola shares in Q2 2026, an estimated $237.
  • Coca-Cola made up 0.39% of Tred Avon Family Wealth's portfolio in Q2 2026, its #63 holding.
  • Tred Avon Family Wealth first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.