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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aigen Investment Management's KO Position: Q1 2026 in Review

Aigen Investment Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 12,303 shares — an estimated $860K sold.

Aigen Investment Management first reported a position in KO in Q4 2019 and held it in 15 quarters. The position peaked at $12.7M in Q4 2021. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aigen Investment Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 12,303 Coca-Cola shares in Q1 2026, an estimated $860K.
  • Aigen Investment Management first reported a position in Coca-Cola in Q4 2019 and held it in 15 quarters.
  • Aigen Investment Management's Coca-Cola position peaked at $12.7M in Q4 2021.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.