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

Ariadne 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 		$290K Sell
3,568
-920
-20% -$72.7K 0.13% 181
2026
Q1 		$344K Buy
4,488
+1,606
+56% +$121K 0.15% 151
2025
Q4 		$228K Sell
2,882
-1,113
-28% -$77.6K 0.09% 216
2025
Q3 		$284K Sell
3,995
-269
-6% -$18.5K 0.13% 179
2025
Q2 		$300K Sell
4,264
-170
-4% -$12.1K 0.14% 155
2025
Q1 		$313K Sell
4,434
-26
-0.6% -$1.74K 0.16% 138
2024
Q4 		$288K Sell
4,460
-40
-0.9% -$2.61K 0.13% 154
2024
Q3 		$286K Buy
4,500
+212
+5% +$14.5K 0.16% 139
2024
Q2 		$275K Buy
+4,288
New +$265K 0.21% 105

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

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

Ariadne Wealth Management reduced its Coca-Cola (KO) stake by 20% in Q2 2026, selling an estimated $72.7K and leaving 3,568 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #181.

Ariadne Wealth Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $344K in Q1 2026. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ariadne Wealth Management held 3,568 shares of Coca-Cola worth $290K as of Q2 2026.
  • Ariadne Wealth Management sold 920 Coca-Cola shares in Q2 2026, an estimated $72.7K.
  • Coca-Cola made up 0.13% of Ariadne Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Ariadne Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Coca-Cola position peaked at $344K in Q1 2026.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.