AGH Wealth Advisors
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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
Q3 		$1.05M Buy
12,236
+979
+9% +$84.9K 0.61% 38
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

AGH Wealth Advisors's KO Position: Q3 2026 in Review

AGH Wealth Advisors increased its Coca-Cola (KO) stake by 8.7% in Q3 2026, buying an estimated $84.9K and bringing the position to 12,236 shares worth $1.05M. The position accounts for 0.61% of the portfolio, ranked #38.

AGH Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 8 quarters since. 2,904 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • AGH Wealth Advisors held 12,236 shares of Coca-Cola worth $1.05M as of Q3 2026.
  • AGH Wealth Advisors bought 979 Coca-Cola shares in Q3 2026, an estimated $84.9K.
  • Coca-Cola made up 0.61% of AGH Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • AGH Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • 2,904 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.