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American Investment Services’s Coca-Cola KO Stock Holding History

American Investment Services’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 		$576K Sell
7,088
-55
-0.8% -$4.34K 0.12% 93
2026
Q1 		$543K Sell
7,143
-15
-0.2% -$1.13K 0.12% 92
2025
Q4 		$500K Buy
+7,158
New +$499K 0.12% 96
2015
Q3 		– Sell
-9,400
Closed -$369K – 81
2015
Q2 		$369K Buy
+9,400
New +$382K 0.2% 69

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 $3.38T AUM 44.17% 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

American Investment Services's KO Position: Q2 2026 in Review

American Investment Services reduced its Coca-Cola (KO) stake by 0.77% in Q2 2026, selling an estimated $4.34K and leaving 7,088 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #93.

American Investment Services first reported a position in KO in Q2 2015 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • American Investment Services held 7,088 shares of Coca-Cola worth $576K as of Q2 2026.
  • American Investment Services sold 55 Coca-Cola shares in Q2 2026, an estimated $4.34K.
  • Coca-Cola made up 0.12% of American Investment Services's portfolio in Q2 2026, its #93 holding.
  • American Investment Services first reported a position in Coca-Cola in Q2 2015 and has held it in 4 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.