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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
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 $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

American Investment Services's KO Position: Q1 2026 in Review

American Investment Services reduced its Coca-Cola (KO) stake by 0.21% in Q1 2026, selling an estimated $1.13K and leaving 7,143 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #92.

American Investment Services first reported a position in KO in Q2 2015 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • American Investment Services held 7,143 shares of Coca-Cola worth $543K as of Q1 2026.
  • American Investment Services sold 15 Coca-Cola shares in Q1 2026, an estimated $1.13K.
  • Coca-Cola made up 0.12% of American Investment Services's portfolio in Q1 2026, its #92 holding.
  • American Investment Services first reported a position in Coca-Cola in Q2 2015 and has held it in 3 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.