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Aspiriant LLC’s Coca-Cola KO Stock Holding History

Aspiriant LLC’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 		$1.01M Sell
12,454
-142
-1% -$11.2K 0.03% 173
2026
Q1 		$958K Sell
12,596
-1,063
-8% -$80.4K 0.03% 156
2025
Q4 		$955K Buy
13,659
+939
+7% +$65.5K 0.03% 162
2025
Q3 		$844K Sell
12,720
-1,124
-8% -$77.4K 0.03% 160
2025
Q2 		$979K Sell
13,844
-656
-5% -$46.7K 0.03% 148
2025
Q1 		$1.04M Sell
14,500
-1,890
-12% -$126K 0.04% 138
2024
Q4 		$1.02M Sell
16,390
-607
-4% -$39.6K 0.04% 140
2024
Q3 		$1.22M Buy
16,997
+3,945
+30% +$270K 0.05% 130
2024
Q2 		$831K Sell
13,052
-1,607
-11% -$99.5K 0.03% 153
2024
Q1 		$897K Buy
14,659
+249
+2% +$15K 0.04% 153
2023
Q4 		$849K Sell
14,410
-1,075
-7% -$61.1K 0.04% 153
2023
Q3 		$867K Buy
15,485
+2,201
+17% +$132K 0.04% 145
2023
Q2 		$800K Sell
13,284
-134
-1% -$8.34K 0.04% 148
2023
Q1 		$832K Sell
13,418
-935
-7% -$56.6K 0.04% 145
2022
Q4 		$913K Buy
14,353
+712
+5% +$43K 0.05% 136
2022
Q3 		$764K Sell
13,641
-99
-0.7% -$6.15K 0.04% 140
2022
Q2 		$865K Buy
13,740
+230
+2% +$14.6K 0.04% 131
2022
Q1 		$835K Buy
13,510
+844
+7% +$51.3K 0.05% 144
2021
Q4 		$753K Buy
12,666
+1,329
+12% +$74K 0.04% 155
2021
Q3 		$591K Buy
11,337
+9
+0.1% +$502 0.03% 150
2021
Q2 		$615K Sell
11,328
-881
-7% -$47.9K 0.03% 145
2021
Q1 		$644K Buy
12,209
+605
+5% +$30.5K 0.04% 132
2020
Q4 		$635K Sell
11,604
-11,554
-50% -$597K 0.04% 135
2020
Q3 		$1.14M Buy
23,158
+4,037
+21% +$194K 0.09% 94
2020
Q2 		$854K Buy
19,121
+950
+5% +$43.8K 0.08% 93
2020
Q1 		$808K Sell
18,171
-1,025
-5% -$55.4K 0.08% 90
2019
Q4 		$1.06M Sell
19,196
-503
-3% -$27K 0.1% 92
2019
Q3 		$1.07M Sell
19,699
-600
-3% -$32.1K 0.1% 103
2019
Q2 		$1.03M Sell
20,299
-741
-4% -$36.3K 0.09% 105
2019
Q1 		$984K Sell
21,040
-965
-4% -$45.1K 0.08% 116
2018
Q4 		$1.04M Sell
22,005
-93
-0.4% -$4.45K 0.08% 104
2018
Q3 		$1.02M Sell
22,098
-3,878
-15% -$177K 0.09% 106
2018
Q2 		$1.14M Sell
25,976
-1,293
-5% -$55.8K 0.1% 99
2018
Q1 		$1.18M Buy
+27,269
New +$1.22M 0.1% 95
2017
Q4 		– Sell
-26,726
Closed -$1.2M – 132
2017
Q3 		$1.2M Sell
26,726
-3,073
-10% -$140K 0.1% 98
2017
Q2 		$1.34M Sell
29,799
-2,929
-9% -$129K 0.12% 97
2017
Q1 		$1.39M Sell
32,728
-260
-0.8% -$10.8K 0.12% 101
2016
Q4 		$1.37M Buy
32,988
+596
+2% +$24.8K 0.12% 91
2016
Q3 		$1.37M Sell
32,392
-5,801
-15% -$254K 0.14% 88
2016
Q2 		$1.51M Buy
38,193
+1,441
+4% +$65.1K 0.14% 89
2016
Q1 		$1.71M Buy
+36,752
New +$1.6M 0.16% 78

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aspiriant LLC's KO Position: Q2 2026 in Review

Aspiriant LLC reduced its Coca-Cola (KO) stake by 1.1% in Q2 2026, selling an estimated $11.2K and leaving 12,454 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #173.

Aspiriant LLC first reported a position in KO in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.71M in Q1 2016. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aspiriant LLC held 12,454 shares of Coca-Cola worth $1.01M as of Q2 2026.
  • Aspiriant LLC sold 142 Coca-Cola shares in Q2 2026, an estimated $11.2K.
  • Coca-Cola made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #173 holding.
  • Aspiriant LLC first reported a position in Coca-Cola in Q1 2016 and has held it in 41 quarters since.
  • Aspiriant LLC's Coca-Cola position peaked at $1.71M in Q1 2016.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.