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Aptus Capital Advisors’s Coca-Cola KO Stock Holding History

Aptus Capital 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 		$6.66M Buy
82,002
+3,635
+5% +$287K 0.05% 313
2026
Q1 		$5.96M Sell
78,367
-21,765
-22% -$1.65M 0.05% 309
2025
Q4 		$7M Sell
100,132
-2,087
-2% -$145K 0.05% 273
2025
Q3 		$6.78M Sell
102,219
-2,398
-2% -$165K 0.05% 272
2025
Q2 		$7.4M Buy
104,617
+7,125
+7% +$508K 0.06% 236
2025
Q1 		$6.98M Sell
97,492
-302,591
-76% -$20.2M 0.07% 230
2024
Q4 		$24.9M Buy
400,083
+352,418
+739% +$23M 0.26% 85
2024
Q3 		$3.43M Buy
47,665
+4,613
+11% +$316K 0.05% 258
2024
Q2 		$2.74M Sell
43,052
-1,259
-3% -$77.9K 0.05% 259
2024
Q1 		$2.71M Buy
44,311
+7,561
+21% +$454K 0.05% 266
2023
Q4 		$2.17M Sell
36,750
-1,559
-4% -$88.6K 0.06% 217
2023
Q3 		$2.14M Buy
38,309
+14,598
+62% +$876K 0.06% 223
2023
Q2 		$1.43M Buy
23,711
+1,934
+9% +$120K 0.03% 248
2023
Q1 		$1.36M Buy
21,777
+36
+0.2% +$2.18K 0.04% 248
2022
Q4 		$1.38M Buy
21,741
+677
+3% +$40.9K 0.04% 250
2022
Q3 		$1.19M Buy
21,064
+2,245
+12% +$140K 0.03% 251
2022
Q2 		$1.19M Buy
18,819
+2,545
+16% +$161K 0.03% 227
2022
Q1 		$1.02M Buy
16,274
+3,616
+29% +$220K 0.03% 252
2021
Q4 		$750K Hold
12,658
– – 0.02% 260
2021
Q3 		$669K Sell
12,658
-3,563
-22% -$199K 0.02% 266
2021
Q2 		$884K Buy
16,221
+6,674
+70% +$363K 0.03% 240
2021
Q1 		$507K Sell
9,547
-19,578
-67% -$985K 0.02% 270
2020
Q4 		$1.6M Buy
29,125
+3,029
+12% +$157K 0.07% 127
2020
Q3 		$1.29M Sell
26,096
-2,772
-10% -$133K 0.07% 132
2020
Q2 		$1.29M Buy
28,868
+19,680
+214% +$906K 0.08% 121
2020
Q1 		$406K Sell
9,188
-51,101
-85% -$2.76M 0.04% 194
2019
Q4 		$3.34M Buy
60,289
+51,427
+580% +$2.76M 0.24% 77
2019
Q3 		$482K Sell
8,862
-1,053
-11% -$56.4K 0.03% 265
2019
Q2 		$504K Sell
9,915
-1,296
-12% -$63.5K 0.07% 231
2019
Q1 		$525K Buy
+11,211
New +$524K 0.09% 167

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

Aptus Capital Advisors's KO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Coca-Cola (KO) stake by 4.6% in Q2 2026, buying an estimated $287K and bringing the position to 82,002 shares worth $6.66M. The position accounts for 0.05% of the portfolio, ranked #313.

Aptus Capital Advisors first reported a position in KO in Q1 2019 and has held it in 30 quarters since. The position peaked at $24.9M in Q4 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aptus Capital Advisors held 82,002 shares of Coca-Cola worth $6.66M as of Q2 2026.
  • Aptus Capital Advisors bought 3,635 Coca-Cola shares in Q2 2026, an estimated $287K.
  • Coca-Cola made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #313 holding.
  • Aptus Capital Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Coca-Cola position peaked at $24.9M in Q4 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.