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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aufman Associates's KO Position: Q1 2026 in Review

Aufman Associates held its Coca-Cola (KO) position steady in Q1 2026 at 3,802 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #47.

Aufman Associates first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $308K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aufman Associates held 3,802 shares of Coca-Cola worth $289K as of Q1 2026.
  • Aufman Associates left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.14% of Aufman Associates's portfolio in Q1 2026, its #47 holding.
  • Aufman Associates first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's Coca-Cola position peaked at $308K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.