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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 $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.