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

AE 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
2018
Q2 		– Sell
-400
Closed -$1K – 480
2018
Q1 		$1K Buy
+400
New +$18K ﹤0.01% 449

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

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

AE Wealth Management increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $148K and bringing the position to 148,451 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #280.

AE Wealth Management first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $38M in Q4 2023. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • AE Wealth Management held 148,451 shares of Coca-Cola worth $11.3M as of Q1 2026.
  • AE Wealth Management bought 1,953 Coca-Cola shares in Q1 2026, an estimated $148K.
  • Coca-Cola made up 0.06% of AE Wealth Management's portfolio in Q1 2026, its #280 holding.
  • AE Wealth Management first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Coca-Cola position peaked at $38M in Q4 2023.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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