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Aprio Wealth Management’s Coca-Cola KO Stock Holding History

Aprio Wealth Management’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 		$3.93M Buy
48,361
+1,397
+3% +$110K 0.19% 98
2026
Q1 		$3.57M Buy
46,964
+7,961
+20% +$602K 0.2% 89
2025
Q4 		$3.23M Buy
39,003
+4,645
+14% +$324K 0.19% 90
2025
Q3 		$2.28M Sell
34,358
-63
-0.2% -$4.34K 0.23% 67
2025
Q2 		$2.44M Sell
34,421
-716
-2% -$51K 0.27% 59
2025
Q1 		$2.52M Buy
35,137
+3,268
+10% +$218K 0.32% 56
2024
Q4 		$1.98M Sell
31,869
-814
-2% -$53.1K 0.29% 57
2024
Q3 		$2.35M Sell
32,683
-1,776
-5% -$122K 0.38% 45
2024
Q2 		$2.19M Buy
34,459
+4,906
+17% +$304K 0.4% 40
2024
Q1 		$1.81M Buy
29,553
+1,631
+6% +$98K 0.35% 38
2023
Q4 		$1.65M Buy
27,922
+1,053
+4% +$59.8K 0.37% 38
2023
Q3 		$1.5M Buy
26,869
+1,084
+4% +$65K 0.41% 34
2023
Q2 		$1.55M Sell
25,785
-599
-2% -$37.3K 0.43% 30
2023
Q1 		$1.64M Sell
26,384
-153
-0.6% -$9.26K 0.5% 27
2022
Q4 		$1.69M Sell
26,537
-68
-0.3% -$4.11K 0.59% 27
2022
Q3 		$1.49M Buy
26,605
+397
+2% +$24.7K 0.6% 28
2022
Q2 		$1.65M Sell
26,208
-19,729
-43% -$1.25M 0.66% 27
2022
Q1 		$2.85M Buy
45,937
+1,162
+3% +$70.7K 1.09% 24
2021
Q4 		$2.65M Sell
44,775
-326
-0.7% -$18.2K 1.11% 25
2021
Q3 		$2.37M Sell
45,101
-3,599
-7% -$201K 1.08% 26
2021
Q2 		$2.63M Buy
+48,700
New +$2.65M 1.25% 18
2020
Q4 		$3.02M Sell
55,048
-5,303
-9% -$274K 1.99% 10
2020
Q3 		$2.98M Sell
60,351
-2,181
-3% -$105K 2.11% 12
2020
Q2 		$2.79M Buy
+62,532
New +$2.88M 2.7% 10

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aprio Wealth Management's KO Position: Q2 2026 in Review

Aprio Wealth Management increased its Coca-Cola (KO) stake by 3% in Q2 2026, buying an estimated $110K and bringing the position to 48,361 shares worth $3.93M. The position accounts for 0.19% of the portfolio, ranked #98.

Aprio Wealth Management first reported a position in KO in Q2 2020 and has held it in 24 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aprio Wealth Management held 48,361 shares of Coca-Cola worth $3.93M as of Q2 2026.
  • Aprio Wealth Management bought 1,397 Coca-Cola shares in Q2 2026, an estimated $110K.
  • Coca-Cola made up 0.19% of Aprio Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Aprio Wealth Management first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.