AIM
KO icon

AHL Investment Management’s Coca-Cola KO Stock Holding History

AHL Investment 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
2025
Q3 		$8.16M Buy
123,003
+8,506
+7% +$585K 5.58% 2
2025
Q2 		$8.1M Sell
114,497
-1,268
-1% -$90.3K 5.41% 3
2025
Q1 		$8.29M Sell
115,765
-1,135
-1% -$75.8K 5.71% 1
2024
Q4 		$7.28M Buy
116,900
+701
+0.6% +$45.8K 5.1% 5
2024
Q3 		$8.35M Sell
116,199
-1,387
-1% -$95K 5.76% 1
2024
Q2 		$7.48M Sell
117,586
-98
-0.1% -$6.07K 5.49% 2
2024
Q1 		$7.2M Buy
117,684
+1,338
+1% +$80.4K 5.52% 2
2023
Q4 		$6.86M Buy
116,346
+14,710
+14% +$836K 5.61% 3
2023
Q3 		$5.69M Buy
101,636
+2
+0% +$120 5.07% 4
2023
Q2 		$6.12M Sell
101,634
-1,545
-1% -$96.1K 5.44% 3
2023
Q1 		$6.4M Sell
103,179
-325
-0.3% -$19.7K 5.9% 1
2022
Q4 		$6.58M Sell
103,504
-431
-0.4% -$26K 6.12% 1
2022
Q3 		$5.82M Buy
103,935
+2
+0% +$124 5.99% 1
2022
Q2 		$6.54M Sell
103,933
-103
-0.1% -$6.53K 6.58% 1
2022
Q1 		$6.45M Sell
104,036
-404
-0.4% -$24.6K 5.91% 1
2021
Q4 		$6.18M Buy
+104,440
New +$5.82M 5.64% 2

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AHL Investment Management's KO Position: Q3 2025 in Review

AHL Investment Management increased its Coca-Cola (KO) stake by 7.4% in Q3 2025, buying an estimated $585K and bringing the position to 123,003 shares worth $8.16M. The position accounts for 5.58% of the portfolio, ranked #2.

AHL Investment Management first reported a position in KO in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.35M in Q3 2024. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • AHL Investment Management held 123,003 shares of Coca-Cola worth $8.16M as of Q3 2025.
  • AHL Investment Management bought 8,506 Coca-Cola shares in Q3 2025, an estimated $585K.
  • Coca-Cola made up 5.58% of AHL Investment Management's portfolio in Q3 2025, its #2 holding.
  • AHL Investment Management first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Coca-Cola position peaked at $8.35M in Q3 2024.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.