AWM
KO icon

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 $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 $3.38T AUM 44.17% 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

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

AE Wealth Management increased its Coca-Cola (KO) stake by 7.9% in Q2 2026, buying an estimated $922K and bringing the position to 160,128 shares worth $13M. The position accounts for 0.06% of the portfolio, ranked #266.

AE Wealth Management first reported a position in KO in Q4 2016 and has held it in 39 quarters since. The position peaked at $38M in Q4 2023. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AE Wealth Management held 160,128 shares of Coca-Cola worth $13M as of Q2 2026.
  • AE Wealth Management bought 11,677 Coca-Cola shares in Q2 2026, an estimated $922K.
  • Coca-Cola made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #266 holding.
  • AE Wealth Management first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Coca-Cola position peaked at $38M in Q4 2023.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.