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Aegis Wealth Management (Maryland)’s Coca-Cola KO Stock Holding History

Aegis Wealth Management (Maryland)’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 		$351K Sell
4,322
-44
-1% -$3.48K 0.17% 113
2026
Q1 		$332K Sell
4,366
-241
-5% -$18.2K 0.19% 87
2025
Q4 		$322K Buy
4,607
+214
+5% +$14.9K 0.18% 89
2025
Q3 		$291K Sell
4,393
-757
-15% -$52.1K 0.16% 98
2025
Q2 		$369K Hold
5,150
– – 0.22% 71
2025
Q1 		$369K Sell
5,150
-3,810
-43% -$254K 0.22% 75
2024
Q4 		$558K Buy
+8,960
New +$585K 0.38% 46

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 $3.37T AUM 44.26% 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

Aegis Wealth Management (Maryland)'s KO Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Coca-Cola (KO) stake by 1% in Q2 2026, selling an estimated $3.48K and leaving 4,322 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #113.

Aegis Wealth Management (Maryland) first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q4 2024. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 4,322 shares of Coca-Cola worth $351K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 44 Coca-Cola shares in Q2 2026, an estimated $3.48K.
  • Coca-Cola made up 0.17% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #113 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Coca-Cola position peaked at $558K in Q4 2024.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.