Aspen Grove Capital’s Coca-Cola KO Stock Holding History

Aspen Grove Capital’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 Q1	$374K	Hold	4,882	–	–	0.07%	115
2025 Q4	$341K	Sell	4,882 -69	-1%	-$4.81K	0.06%	126
2025 Q3	$332K	Sell	4,951 -2,693	-35%	-$185K	0.06%	129
2025 Q2	$544K	Buy	7,644 +1,906	+33%	+$136K	0.09%	103
2025 Q1	$414K	Buy	5,738 +1,334	+30%	+$89.1K	0.08%	127
2024 Q4	$274K	Buy	4,404 +74	+2%	+$4.83K	0.06%	158
2024 Q3	$313K	Hold	4,330	–	–	0.07%	141
2024 Q2	$278K	Buy	4,330 +332	+8%	+$20.6K	0.07%	154
2024 Q1	$246K	Buy	+3,998	New	+$240K	0.07%	162
2023 Q3	–	Sell	-6,059	Closed	-$367K	–	193
2023 Q2	$367K	Buy	6,059 +2,452	+68%	+$153K	0.12%	127
2023 Q1	$225K	Sell	3,607 -608	-14%	-$36.8K	0.1%	130
2022 Q4	$268K	Buy	+4,215	New	+$254K	0.12%	119

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspen Grove Capital's KO Position: Q1 2026 in Review

Aspen Grove Capital held its Coca-Cola (KO) position steady in Q1 2026 at 4,882 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #115.

Aspen Grove Capital first reported a position in KO in Q4 2022 and has held it in 12 quarters since. The position peaked at $544K in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Aspen Grove Capital held 4,882 shares of Coca-Cola worth $374K as of Q1 2026.
Aspen Grove Capital left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.07% of Aspen Grove Capital's portfolio in Q1 2026, its #115 holding.
Aspen Grove Capital first reported a position in Coca-Cola in Q4 2022 and has held it in 12 quarters since.
Aspen Grove Capital's Coca-Cola position peaked at $544K in Q2 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.