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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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aberdeen Wealth Management's KO Position: Q1 2026 in Review

Aberdeen Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 16,913 shares worth $1.29M. The position accounts for 0.59% of the portfolio, ranked #32.

Aberdeen Wealth Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aberdeen Wealth Management held 16,913 shares of Coca-Cola worth $1.29M as of Q1 2026.
  • Aberdeen Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.59% of Aberdeen Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Aberdeen Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.