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Aufman Associates’s Coca-Cola KO Stock Holding History

Aufman Associates’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 		$305K Sell
3,749
-53
-1% -$4.19K 0.12% 49
2026
Q1 		$289K Hold
3,802
– – 0.14% 47
2025
Q4 		$266K Buy
3,802
+1
+0% +$70 0.14% 51
2025
Q3 		$252K Hold
3,801
– – 0.14% 54
2025
Q2 		$269K Buy
3,801
+108
+3% +$7.69K 0.17% 49
2025
Q1 		$264K Sell
3,693
-300
-8% -$20K 0.18% 47
2024
Q4 		$249K Sell
3,993
-299
-7% -$19.5K 0.17% 50
2024
Q3 		$308K Buy
4,292
+389
+10% +$26.6K 0.2% 41
2024
Q2 		$248K Sell
3,903
-142
-4% -$8.79K 0.18% 42
2024
Q1 		$247K Hold
4,045
– – 0.17% 43
2023
Q4 		$238K Buy
4,045
+1
+0% +$57 0.18% 41
2023
Q3 		$226K Hold
4,044
– – 0.19% 37
2023
Q2 		$244K Buy
4,044
+49
+1% +$3.05K 0.2% 37
2023
Q1 		$248K Sell
3,995
-48
-1% -$2.91K 0.21% 37
2022
Q4 		$257K Hold
4,043
– – 0.24% 36
2022
Q3 		$226K Hold
4,043
– – 0.24% 37
2022
Q2 		$254K Hold
4,043
– – 0.24% 37
2022
Q1 		$251K Sell
4,043
-170
-4% -$10.3K 0.2% 38
2021
Q4 		$249K Sell
4,213
-100
-2% -$5.57K 0.18% 42
2021
Q3 		$226K Hold
4,313
– – 0.19% 43
2021
Q2 		$233K Buy
4,313
+48
+1% +$2.61K 0.18% 44
2021
Q1 		$225K Sell
4,265
-335
-7% -$16.9K 0.19% 40
2020
Q4 		$252K Buy
4,600
+5
+0.1% +$259 0.23% 34
2020
Q3 		$227K Sell
4,595
-532
-10% -$25.6K 0.24% 31
2020
Q2 		$229K Buy
5,127
+3
+0.1% +$138 0.26% 32
2020
Q1 		$227K Hold
5,124
– – 0.31% 34
2019
Q4 		$284K Buy
+5,124
New +$275K 0.29% 34

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aufman Associates's KO Position: Q2 2026 in Review

Aufman Associates reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $4.19K and leaving 3,749 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #49.

Aufman Associates first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $308K in Q3 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aufman Associates held 3,749 shares of Coca-Cola worth $305K as of Q2 2026.
  • Aufman Associates sold 53 Coca-Cola shares in Q2 2026, an estimated $4.19K.
  • Coca-Cola made up 0.12% of Aufman Associates's portfolio in Q2 2026, its #49 holding.
  • Aufman Associates first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Aufman Associates's Coca-Cola position peaked at $308K in Q3 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.