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Aaron Wealth Advisors’s Coca-Cola KO Stock Holding History

Aaron Wealth Advisors’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 		$3.75M Sell
46,145
-1,640
-3% -$130K 0.19% 68
2026
Q1 		$3.63M Sell
47,785
-1,303
-3% -$98.5K 0.21% 62
2025
Q4 		$3.43M Buy
49,088
+12,515
+34% +$872K 0.19% 71
2025
Q3 		$2.43M Buy
36,573
+1,450
+4% +$99.8K 0.14% 85
2025
Q2 		$2.48M Buy
35,123
+974
+3% +$69.4K 0.25% 57
2025
Q1 		$2.45M Buy
34,149
+2,250
+7% +$150K 0.28% 55
2024
Q4 		$1.99M Buy
31,899
+303
+1% +$19.8K 0.23% 62
2024
Q3 		$2.27M Sell
31,596
-86
-0.3% -$5.89K 0.27% 57
2024
Q2 		$2.02M Sell
31,682
-627
-2% -$38.8K 0.28% 51
2024
Q1 		$1.98M Buy
32,309
+7,621
+31% +$458K 0.28% 51
2023
Q4 		$1.45M Buy
24,688
+2,069
+9% +$118K 0.24% 57
2023
Q3 		$1.27M Sell
22,619
-26,750
-54% -$1.6M 0.16% 78
2023
Q2 		$2.97M Sell
49,369
-5
-0% -$311 0.39% 45
2023
Q1 		$3.06M Buy
49,374
+1,844
+4% +$112K 0.42% 43
2022
Q4 		$3.02M Buy
47,530
+5,960
+14% +$360K 0.44% 46
2022
Q3 		$2.33M Buy
41,570
+16,818
+68% +$1.05M 0.43% 45
2022
Q2 		$1.56M Sell
24,752
-563,318
-96% -$35.7M 0.39% 48
2022
Q1 		$9.48M Buy
588,070
+578,737
+6,201% +$35.2M 0.13% 84
2021
Q4 		$552K Sell
9,333
-547
-6% -$30.5K 0.15% 91
2021
Q3 		$518K Sell
9,880
-78
-0.8% -$4.35K 0.15% 87
2021
Q2 		$538K Sell
9,958
-219
-2% -$11.9K 0.18% 83
2021
Q1 		$536K Sell
10,177
-249
-2% -$12.5K 0.2% 80
2020
Q4 		$571K Buy
+10,426
New +$539K 0.21% 68

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aaron Wealth Advisors's KO Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Coca-Cola (KO) stake by 3.4% in Q2 2026, selling an estimated $130K and leaving 46,145 shares worth $3.75M. The position accounts for 0.19% of the portfolio, ranked #68.

Aaron Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.48M in Q1 2022. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aaron Wealth Advisors held 46,145 shares of Coca-Cola worth $3.75M as of Q2 2026.
  • Aaron Wealth Advisors sold 1,640 Coca-Cola shares in Q2 2026, an estimated $130K.
  • Coca-Cola made up 0.19% of Aaron Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Aaron Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Coca-Cola position peaked at $9.48M in Q1 2022.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.