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Aire Advisors’s Coca-Cola KO Stock Holding History

Aire 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
Q2 		$1.37M Hold
16,838
– – 0.22% 69
2026
Q1 		$1.28M Buy
16,838
+105
+0.6% +$7.94K 0.23% 64
2025
Q4 		$1.17M Buy
16,733
+96
+0.6% +$6.69K 0.21% 70
2025
Q3 		$1.1M Sell
16,637
-506
-3% -$34.8K 0.2% 75
2025
Q2 		$1.21M Buy
17,143
+22
+0.1% +$1.57K 0.23% 68
2025
Q1 		$1.23M Sell
17,121
-754
-4% -$50.4K 0.26% 64
2024
Q4 		$1.11M Buy
17,875
+1,164
+7% +$76K 0.23% 68
2024
Q3 		$1.2M Sell
16,711
-1,214
-7% -$83.1K 0.27% 63
2024
Q2 		$1.14M Buy
17,925
+6
+0% +$371 0.26% 64
2024
Q1 		$1.1M Sell
17,919
-467
-3% -$28.1K 0.25% 69
2023
Q4 		$1.08M Buy
18,386
+1,078
+6% +$61.2K 0.27% 66
2023
Q3 		$969K Buy
17,308
+401
+2% +$24.1K 0.26% 64
2023
Q2 		$1.02M Sell
16,907
-8
-0% -$498 0.27% 64
2023
Q1 		$1.05M Sell
16,915
-448
-3% -$27.1K 0.29% 62
2022
Q4 		$1.1M Buy
17,363
+75
+0.4% +$4.53K 0.34% 52
2022
Q3 		$969K Sell
17,288
-712
-4% -$44.3K 0.33% 51
2022
Q2 		$1.13M Buy
18,000
+14,071
+358% +$892K 0.4% 44
2022
Q1 		$244K Buy
+3,929
New +$239K 0.09% 127

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

Aire Advisors's KO Position: Q2 2026 in Review

Aire Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 16,838 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #69.

Aire Advisors first reported a position in KO in Q1 2022 and has held it in 18 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aire Advisors held 16,838 shares of Coca-Cola worth $1.37M as of Q2 2026.
  • Aire Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.22% of Aire Advisors's portfolio in Q2 2026, its #69 holding.
  • Aire Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.