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

Aigen 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
2026
Q2 		$355K Buy
+4,374
New +$345K 0.1% 269
2026
Q1 		– Sell
-12,303
Closed -$860K – 663
2025
Q4 		$860K Buy
+12,303
New +$858K 0.2% 143
2025
Q3 		– Sell
-30,858
Closed -$2.18M – 947
2025
Q2 		$2.18M Sell
30,858
-46,083
-60% -$3.28M 0.3% 77
2025
Q1 		$5.51M Sell
76,941
-1,423
-2% -$95K 0.88% 5
2024
Q4 		$4.88M Buy
78,364
+65,399
+504% +$4.27M 0.86% 6
2024
Q3 		$932K Buy
+12,965
New +$888K 0.18% 168
2023
Q1 		– Sell
-11,037
Closed -$702K – 724
2022
Q4 		$702K Sell
11,037
-135,364
-92% -$8.17M 0.1% 210
2022
Q3 		$8.2M Buy
146,401
+136,170
+1,331% +$8.46M 1.18% 4
2022
Q2 		$644K Sell
10,231
-21,970
-68% -$1.39M 0.11% 253
2022
Q1 		$2M Sell
32,201
-191,101
-86% -$11.6M 0.34% 80
2021
Q4 		$12.7M Buy
+223,302
New +$12.4M 0.78% 8
2021
Q3 		– Sell
-37,565
Closed -$2.03M – 568
2021
Q2 		$2.03M Buy
37,565
+9,995
+36% +$544K 0.35% 78
2021
Q1 		$1.45M Buy
+27,570
New +$1.39M 0.19% 124
2020
Q3 		– Sell
-41,568
Closed -$1.86M – 993
2020
Q2 		$1.86M Sell
41,568
-51,921
-56% -$2.39M 0.24% 112
2020
Q1 		$4.14M Buy
93,489
+93,479
+934,790% +$5.05M 0.55% 19
2019
Q4 		$1K Buy
+10
New +$538 ﹤0.01% 1070

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

Aigen Investment Management's KO Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Coca-Cola (KO) in Q2 2026: 4,374 shares worth $355K. The stake represents 0.1% of the portfolio and ranks #269 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in KO as recently as Q4 2025.

Aigen Investment Management first reported a position in KO in Q4 2019 and has held it in 16 quarters since. The position peaked at $12.7M in Q4 2021. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aigen Investment Management held 4,374 shares of Coca-Cola worth $355K as of Q2 2026.
  • Coca-Cola was a new Aigen Investment Management position in Q2 2026.
  • Coca-Cola made up 0.1% of Aigen Investment Management's portfolio in Q2 2026, its #269 holding.
  • Aigen Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 16 quarters since.
  • Aigen Investment Management's Coca-Cola position peaked at $12.7M in Q4 2021.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.