Aspen Wealth Strategies’s Coca-Cola KO Stock Holding History

Aspen Wealth Strategies’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	$213K	Sell	2,615 -158	-6%	-$12.5K	0.1%	88
2026 Q1	$211K	Buy	+2,773	New	+$210K	0.11%	89
2025 Q2	–	Sell	-3,005	Closed	-$215K	–	86
2025 Q1	$215K	Buy	+3,005	New	+$201K	0.14%	81
2024 Q4	–	Sell	-3,005	Closed	-$216K	–	85
2024 Q3	$216K	Buy	+3,005	New	+$206K	0.14%	79
2023 Q3	–	Sell	-3,746	Closed	-$226K	–	79
2023 Q2	$226K	Sell	3,746 -63	-2%	-$3.92K	0.17%	70
2023 Q1	$236K	Hold	3,809	–	–	0.18%	70
2022 Q4	$242K	Buy	+3,809	New	+$230K	0.19%	66

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aspen Wealth Strategies's KO Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Coca-Cola (KO) stake by 5.7% in Q2 2026, selling an estimated $12.5K and leaving 2,615 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #88.

Aspen Wealth Strategies first reported a position in KO in Q4 2022 and has held it in 7 quarters since. The position peaked at $242K in Q4 2022. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aspen Wealth Strategies held 2,615 shares of Coca-Cola worth $213K as of Q2 2026.
Aspen Wealth Strategies sold 158 Coca-Cola shares in Q2 2026, an estimated $12.5K.
Coca-Cola made up 0.1% of Aspen Wealth Strategies's portfolio in Q2 2026, its #88 holding.
Aspen Wealth Strategies first reported a position in Coca-Cola in Q4 2022 and has held it in 7 quarters since.
Aspen Wealth Strategies's Coca-Cola position peaked at $242K in Q4 2022.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.