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AGH Wealth Advisors’s Coca-Cola KO Stock Holding History

AGH Wealth Advisors’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 		$915K Buy
11,257
+860
+8% +$67.9K 0.58% 38
2026
Q1 		$791K Buy
10,397
+698
+7% +$52.8K 0.58% 36
2025
Q4 		$678K Sell
9,699
-601
-6% -$41.9K 0.51% 37
2025
Q3 		$683K Buy
10,300
+844
+9% +$58.1K 0.5% 38
2025
Q2 		$669K Buy
9,456
+25
+0.3% +$1.78K 0.55% 33
2025
Q1 		$675K Buy
9,431
+23
+0.2% +$1.54K 0.65% 31
2024
Q4 		$586K Buy
+9,408
New +$614K 0.54% 38

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

AGH Wealth Advisors's KO Position: Q2 2026 in Review

AGH Wealth Advisors increased its Coca-Cola (KO) stake by 8.3% in Q2 2026, buying an estimated $67.9K and bringing the position to 11,257 shares worth $915K. The position accounts for 0.58% of the portfolio, ranked #38.

AGH Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AGH Wealth Advisors held 11,257 shares of Coca-Cola worth $915K as of Q2 2026.
  • AGH Wealth Advisors bought 860 Coca-Cola shares in Q2 2026, an estimated $67.9K.
  • Coca-Cola made up 0.58% of AGH Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • AGH Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.