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 Q2	$291K	Sell	3,585 -890	-20%	-$70.3K	0.17%	107
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 $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

Athena Investment Management's KO Position: Q2 2026 in Review

Athena Investment Management reduced its Coca-Cola (KO) stake by 20% in Q2 2026, selling an estimated $70.3K and leaving 3,585 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #107.

Athena Investment Management first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $340K in Q1 2026. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Athena Investment Management held 3,585 shares of Coca-Cola worth $291K as of Q2 2026.
Athena Investment Management sold 890 Coca-Cola shares in Q2 2026, an estimated $70.3K.
Coca-Cola made up 0.17% of Athena Investment Management's portfolio in Q2 2026, its #107 holding.
Athena Investment Management first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Coca-Cola position peaked at $340K in Q1 2026.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.