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Aurora Private Wealth’s Coca-Cola KO Stock Holding History

Aurora Private Wealth’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 		$353K Sell
4,346
-426
-9% -$33.6K 0.22% 107
2026
Q1 		$352K Hold
4,772
– – 0.25% 101
2025
Q4 		$334K Buy
+4,772
New +$333K 0.22% 109
2025
Q2 		$391K Buy
5,521
+117
+2% +$8.33K 0.29% 89
2025
Q1 		$387K Buy
5,404
+9
+0.2% +$601 0.31% 83
2024
Q4 		$336K Sell
5,395
-178
-3% -$11.6K 0.25% 97
2024
Q3 		$400K Sell
5,573
-328
-6% -$22.5K 0.31% 83
2024
Q2 		$376K Sell
5,901
-266
-4% -$16.5K 0.33% 77
2024
Q1 		$376K Sell
6,167
-116
-2% -$6.97K 0.33% 81
2023
Q4 		$370K Sell
6,283
-135
-2% -$7.67K 0.35% 77
2023
Q3 		$359K Buy
+6,418
New +$385K 0.4% 73
2022
Q1 		– Sell
-3,439
Closed -$204K – 207
2021
Q4 		$204K Buy
+3,439
New +$191K 0.09% 194
2021
Q1 		– Sell
-5,457
Closed -$299K – 227
2020
Q4 		$299K Buy
5,457
+45
+0.8% +$2.33K 0.13% 153
2020
Q3 		$267K Buy
5,412
+695
+15% +$33.4K 0.11% 153
2020
Q2 		$211K Sell
4,717
-2,961
-39% -$136K 0.1% 155
2020
Q1 		$340K Buy
7,678
+3,937
+105% +$213K 0.12% 159
2019
Q4 		$207K Buy
+3,741
New +$201K 0.07% 185

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aurora Private Wealth's KO Position: Q2 2026 in Review

Aurora Private Wealth reduced its Coca-Cola (KO) stake by 8.9% in Q2 2026, selling an estimated $33.6K and leaving 4,346 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #107.

Aurora Private Wealth first reported a position in KO in Q4 2019 and has held it in 17 quarters since. The position peaked at $400K in Q3 2024. 1,364 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aurora Private Wealth held 4,346 shares of Coca-Cola worth $353K as of Q2 2026.
  • Aurora Private Wealth sold 426 Coca-Cola shares in Q2 2026, an estimated $33.6K.
  • Coca-Cola made up 0.22% of Aurora Private Wealth's portfolio in Q2 2026, its #107 holding.
  • Aurora Private Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 17 quarters since.
  • Aurora Private Wealth's Coca-Cola position peaked at $400K in Q3 2024.
  • 1,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.