AIMZ Investment Advisors’s Coca-Cola KO Stock Holding History

AIMZ Investment 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 Q1	$1.87M	Buy	24,602 +10	+0%	+$756	0.58%	59
2025 Q4	$1.72M	Buy	24,592 +10	+0%	+$697	0.49%	60
2025 Q3	$1.63M	Buy	24,582 +5	+0%	+$344	0.51%	61
2025 Q2	$1.74M	Sell	24,577 -62	-0.3%	-$4.42K	0.58%	53
2025 Q1	$1.76M	Sell	24,639 -100	-0.4%	-$6.68K	0.62%	54
2024 Q4	$1.54M	Sell	24,739 -190	-0.8%	-$12.4K	0.54%	58
2024 Q3	$1.79M	Sell	24,929 -645	-3%	-$44.2K	0.61%	48
2024 Q2	$1.63M	Buy	25,574 +5	+0%	+$310	0.58%	50
2024 Q1	$1.56M	Sell	25,569 -1,450	-5%	-$87.1K	0.58%	56
2023 Q4	$1.59M	Sell	27,019 -19	-0.1%	-$1.08K	0.65%	51
2023 Q3	$1.51M	Sell	27,038 -295	-1%	-$17.7K	0.67%	49
2023 Q2	$1.65M	Buy	27,333 +5	+0%	+$311	0.71%	48
2023 Q1	$1.7M	Sell	27,328 -50	-0.2%	-$3.03K	0.76%	45
2022 Q4	$1.74M	Sell	27,378 -111	-0.4%	-$6.7K	0.82%	44
2022 Q3	$1.54M	Sell	27,489 -246	-0.9%	-$15.3K	0.78%	45
2022 Q2	$1.75M	Sell	27,735 -95	-0.3%	-$6.02K	0.84%	43
2022 Q1	$1.73M	Sell	27,830 -1,067	-4%	-$64.9K	0.71%	48
2021 Q4	$1.71M	Buy	28,897 +1,009	+4%	+$56.2K	0.67%	51
2021 Q3	$1.46M	Buy	27,888 +5	+0%	+$279	0.66%	51
2021 Q2	$1.51M	Sell	27,883 -45	-0.2%	-$2.45K	0.68%	51
2021 Q1	$1.47M	Sell	27,928 -297	-1%	-$14.9K	0.72%	47
2020 Q4	$1.55M	Buy	28,225 +271	+1%	+$14K	0.81%	41
2020 Q3	$1.38M	Sell	27,954 -64	-0.2%	-$3.08K	0.83%	41
2020 Q2	$1.25M	Sell	28,018 -116	-0.4%	-$5.34K	0.81%	41
2020 Q1	$1.25M	Hold	28,134	–	–	0.97%	37
2019 Q4	$1.56M	Sell	28,134 -191	-0.7%	-$10.3K	1.01%	38
2019 Q3	$1.54M	Sell	28,325 -816	-3%	-$43.7K	1.06%	35
2019 Q2	$1.48M	Buy	29,141 +5	+0%	+$245	1.02%	34
2019 Q1	$1.36M	Sell	29,136 -200	-0.7%	-$9.35K	0.94%	43
2018 Q4	$1.39M	Sell	29,336 -1,891	-6%	-$90.5K	1.07%	36
2018 Q3	$1.44M	Buy	31,227 +5	+0%	+$228	0.93%	40
2018 Q2	$1.37M	Sell	31,222 -95	-0.3%	-$4.1K	0.97%	41
2018 Q1	$1.36M	Sell	31,317 -250	-0.8%	-$11.2K	0.99%	40
2017 Q4	$1.45M	Sell	31,567 -361	-1%	-$16.6K	1.09%	36
2017 Q3	$1.44M	Sell	31,928 -596	-2%	-$27.1K	1.18%	35
2017 Q2	$1.46M	Sell	32,524 -195	-0.6%	-$8.62K	1.23%	31
2017 Q1	$1.39M	Buy	32,719 +18	+0.1%	+$751	1.17%	32
2016 Q4	$1.36M	Sell	32,701 -492	-1%	-$20.5K	1.21%	32
2016 Q3	$1.41M	Sell	33,193 -95	-0.3%	-$4.16K	1.26%	29
2016 Q2	$1.51M	Sell	33,288 -34,965	-51%	-$1.58M	1.38%	27
2016 Q1	$2.96M	Buy	68,253 +34,168	+100%	+$1.49M	1.31%	24
2015 Q4	$1.46M	Sell	34,085 -491	-1%	-$20.8K	1.33%	26
2015 Q3	$1.39M	Sell	34,576 -96	-0.3%	-$3.85K	1.27%	29
2015 Q2	$1.36M	Buy	34,672 +4	+0%	+$163	1.18%	32
2015 Q1	$1.41M	Sell	34,668 -1,500	-4%	-$62.7K	1.2%	29
2014 Q4	$1.53M	Buy	+36,168	New	+$1.54M	1.36%	25

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIMZ Investment Advisors's KO Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Coca-Cola (KO) stake by 0.04% in Q1 2026, buying an estimated $756 and bringing the position to 24,602 shares worth $1.87M. The position accounts for 0.58% of the portfolio, ranked #59.

AIMZ Investment Advisors first reported a position in KO in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.96M in Q1 2016. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

AIMZ Investment Advisors held 24,602 shares of Coca-Cola worth $1.87M as of Q1 2026.
AIMZ Investment Advisors bought 10 Coca-Cola shares in Q1 2026, an estimated $756.
Coca-Cola made up 0.58% of AIMZ Investment Advisors's portfolio in Q1 2026, its #59 holding.
AIMZ Investment Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Coca-Cola position peaked at $2.96M in Q1 2016.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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