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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
2020
Q1 		– Sell
-50,400
Closed -$2.79M – 474
2019
Q4 		$2.79M Buy
+50,400
New +$2.71M 0.2% 101

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

Aptus Capital Advisors's KO Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Coca-Cola (KO) stake by 22% in Q1 2026, selling an estimated $1.65M and leaving 78,367 shares worth $5.96M. The position accounts for 0.05% of the portfolio, ranked #309.

Aptus Capital Advisors first reported a position in KO in Q1 2019 and has held it in 29 quarters since. The position peaked at $24.9M in Q4 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aptus Capital Advisors held 78,367 shares of Coca-Cola worth $5.96M as of Q1 2026.
  • Aptus Capital Advisors sold 21,765 Coca-Cola shares in Q1 2026, an estimated $1.65M.
  • Coca-Cola made up 0.05% of Aptus Capital Advisors's portfolio in Q1 2026, its #309 holding.
  • Aptus Capital Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Coca-Cola position peaked at $24.9M in Q4 2024.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.