Aberdeen Wealth Management’s Coca-Cola KO Stock Holding History

Aberdeen Wealth Management’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	$1.01M	Sell	12,384 -4,529	-27%	-$358K	0.48%	37
2026 Q1	$1.29M	Hold	16,913	–	–	0.59%	32
2025 Q4	$1.18M	Buy	16,913 +4	+0%	+$279	0.55%	34
2025 Q3	$1.12M	Buy	16,909 +4	+0%	+$275	0.7%	33
2025 Q2	$1.2M	Sell	16,905 -196	-1%	-$14K	0.8%	30
2025 Q1	$1.22M	Sell	17,101 -100	-0.6%	-$6.68K	0.84%	30
2024 Q4	$1.07M	Sell	17,201 -147	-0.8%	-$9.6K	0.73%	32
2024 Q3	$1.25M	Sell	17,348 -425	-2%	-$29.1K	0.82%	32
2024 Q2	$1.13M	Buy	17,773 +4	+0%	+$248	0.77%	34
2024 Q1	$1.09M	Buy	17,769 +600	+3%	+$36K	0.63%	38
2023 Q4	$1.01M	Sell	17,169 -591	-3%	-$33.6K	0.73%	35
2023 Q3	$994K	Buy	17,760 +4	+0%	+$240	0.75%	36
2023 Q2	$1.07M	Buy	17,756 +164	+0.9%	+$10.2K	0.77%	35
2023 Q1	$1.09M	Hold	17,592	–	–	0.81%	36
2022 Q4	$1.12M	Sell	17,592 -163	-0.9%	-$9.84K	0.84%	35
2022 Q3	$995K	Buy	17,755 +4	+0%	+$249	0.88%	36
2022 Q2	$1.12M	Sell	17,751 -116	-0.6%	-$7.35K	0.89%	34
2022 Q1	$1.11M	Hold	17,867	–	–	0.75%	37
2021 Q4	$1.06M	Buy	17,867 +167	+0.9%	+$9.3K	0.69%	39
2021 Q3	$929K	Sell	17,700 -321	-2%	-$17.9K	0.9%	35
2021 Q2	$975K	Buy	18,021 +4	+0%	+$218	0.9%	34
2021 Q1	$950K	Sell	18,017 -784	-4%	-$39.5K	0.76%	40
2020 Q4	$1.03M	Buy	18,801 +642	+4%	+$33.2K	0.78%	37
2020 Q3	$897K	Sell	18,159 -1,637	-8%	-$78.7K	0.85%	36
2020 Q2	$884K	Buy	19,796 +1,421	+8%	+$65.5K	0.95%	34
2020 Q1	$813K	Hold	18,375	–	–	0.99%	30
2019 Q4	$1.02M	Buy	+18,375	New	+$988K	0.76%	36

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aberdeen Wealth Management's KO Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $358K and leaving 12,384 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #37.

Aberdeen Wealth Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aberdeen Wealth Management held 12,384 shares of Coca-Cola worth $1.01M as of Q2 2026.
Aberdeen Wealth Management sold 4,529 Coca-Cola shares in Q2 2026, an estimated $358K.
Coca-Cola made up 0.48% of Aberdeen Wealth Management's portfolio in Q2 2026, its #37 holding.
Aberdeen Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's Coca-Cola position peaked at $1.29M in Q1 2026.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.