Athena Investment Management’s Coca-Cola KO Stock Holding History

Athena Investment 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 Q1	$340K	Hold	4,475	–	–	0.18%	111
2025 Q4	$313K	Hold	4,475	–	–	0.16%	116
2025 Q3	$297K	Hold	4,475	–	–	0.15%	123
2025 Q2	$317K	Buy	4,475 +200	+5%	+$14.2K	0.18%	115
2025 Q1	$306K	Sell	4,275 -25	-0.6%	-$1.67K	0.19%	111
2024 Q4	$268K	Hold	4,300	–	–	0.16%	123
2024 Q3	$309K	Sell	4,300 -50	-1%	-$3.42K	0.18%	119
2024 Q2	$277K	Sell	4,350 -27	-0.6%	-$1.67K	0.17%	119
2024 Q1	$268K	Sell	4,377 -150	-3%	-$9.01K	0.16%	126
2023 Q4	$267K	Hold	4,527	–	–	0.17%	120
2023 Q3	$253K	Hold	4,527	–	–	0.18%	114
2023 Q2	$273K	Sell	4,527 -33	-0.7%	-$2.05K	0.19%	115
2023 Q1	$283K	Sell	4,560 -250	-5%	-$15.1K	0.2%	112
2022 Q4	$306K	Hold	4,810	–	–	0.22%	108
2022 Q3	$269K	Hold	4,810	–	–	0.23%	107
2022 Q2	$303K	Sell	4,810 -25	-0.5%	-$1.58K	0.24%	100
2022 Q1	$300K	Buy	+4,835	New	+$294K	0.23%	92

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

Athena Investment Management's KO Position: Q1 2026 in Review

Athena Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 4,475 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #111.

Athena Investment Management first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Athena Investment Management held 4,475 shares of Coca-Cola worth $340K as of Q1 2026.
Athena Investment Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.18% of Athena Investment Management's portfolio in Q1 2026, its #111 holding.
Athena Investment Management first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.