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

Aries 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	$988K	Sell	12,151 -18	-0.1%	-$1.42K	0.19%	100
2026 Q1	$925K	Sell	12,169 -21	-0.2%	-$1.59K	0.2%	100
2025 Q4	$852K	Hold	12,190	–	–	0.19%	107
2025 Q3	$808K	Hold	12,190	–	–	0.19%	105
2025 Q2	$862K	Sell	12,190 -218	-2%	-$15.5K	0.23%	101
2025 Q1	$889K	Buy	12,408 +200	+2%	+$13.4K	0.24%	93
2024 Q4	$760K	Hold	12,208	–	–	0.21%	105
2024 Q3	$877K	Sell	12,208 -1,839	-13%	-$126K	0.24%	95
2024 Q2	$894K	Sell	14,047 -19	-0.1%	-$1.18K	0.28%	85
2024 Q1	$861K	Sell	14,066 -1,500	-10%	-$90.1K	0.28%	88
2023 Q4	$917K	Sell	15,566 -1,422	-8%	-$80.8K	0.33%	79
2023 Q3	$908K	Buy	16,988 +1,422	+9%	+$85.3K	0.36%	75
2023 Q2	$937K	Hold	15,566	–	–	0.36%	77
2023 Q1	$966K	Sell	15,566 -267	-2%	-$16.2K	0.4%	71
2022 Q4	$1.01M	Sell	15,833 -100	-0.6%	-$6.04K	0.43%	66
2022 Q3	$954K	Sell	15,933 -59	-0.4%	-$3.67K	0.42%	68
2022 Q2	$1.01M	Buy	+15,992	New	+$1.01M	0.46%	59
2022 Q1	–	Sell	-15,492	Closed	-$917K	–	152
2021 Q4	$917K	Buy	15,492 +388	+3%	+$21.6K	0.35%	71
2021 Q3	$793K	Buy	15,104 +500	+3%	+$27.9K	0.34%	77
2021 Q2	$790K	Buy	14,604 +53	+0.4%	+$2.88K	0.34%	75
2021 Q1	$772K	Buy	14,551 +1,730	+13%	+$87.1K	0.35%	71
2020 Q4	$655K	Hold	12,821	–	–	0.33%	69
2020 Q3	$633K	Buy	12,821 +53	+0.4%	+$2.55K	0.36%	67
2020 Q2	$570K	Buy	12,768 +5	+0%	+$230	0.35%	71
2020 Q1	$561K	Buy	12,763 +97	+0.8%	+$5.24K	0.43%	61
2019 Q4	$692K	Hold	12,666	–	–	0.42%	63
2019 Q3	$675K	Sell	12,666 -50	-0.4%	-$2.68K	0.45%	63
2019 Q2	$663K	Sell	12,716 -25	-0.2%	-$1.23K	0.46%	61
2019 Q1	$597K	Buy	12,741 +1,561	+14%	+$73K	0.45%	61
2018 Q4	$529K	Hold	11,180	–	–	0.56%	59
2018 Q3	$516K	Hold	11,180	–	–	0.46%	59
2018 Q2	$521K	Hold	11,180	–	–	0.48%	61
2018 Q1	$492K	Hold	11,180	–	–	0.48%	64
2017 Q4	$527K	Buy	+11,180	New	+$514K	0.49%	64

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Aries Wealth Management reduced its Coca-Cola (KO) stake by 0.15% in Q2 2026, selling an estimated $1.42K and leaving 12,151 shares worth $988K. The position accounts for 0.19% of the portfolio, ranked #100.

Aries Wealth Management first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.01M in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aries Wealth Management held 12,151 shares of Coca-Cola worth $988K as of Q2 2026.
Aries Wealth Management sold 18 Coca-Cola shares in Q2 2026, an estimated $1.42K.
Coca-Cola made up 0.19% of Aries Wealth Management's portfolio in Q2 2026, its #100 holding.
Aries Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
Aries Wealth Management's Coca-Cola position peaked at $1.01M in Q4 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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