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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
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 $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

Aire Advisors's KO Position: Q1 2026 in Review

Aire Advisors increased its Coca-Cola (KO) stake by 0.63% in Q1 2026, buying an estimated $7.94K and bringing the position to 16,838 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #64.

Aire Advisors first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aire Advisors held 16,838 shares of Coca-Cola worth $1.28M as of Q1 2026.
  • Aire Advisors bought 105 Coca-Cola shares in Q1 2026, an estimated $7.94K.
  • Coca-Cola made up 0.23% of Aire Advisors's portfolio in Q1 2026, its #64 holding.
  • Aire Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.