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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
Q3 		$328K Sell
3,806
-540
-12% -$46.8K 0.21% 118
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Aurora Private Wealth's KO Position: Q3 2026 in Review

Aurora Private Wealth reduced its Coca-Cola (KO) stake by 12% in Q3 2026, selling an estimated $46.8K and leaving 3,806 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #118.

Aurora Private Wealth first reported a position in KO in Q4 2019 and has held it in 18 quarters since. The position peaked at $400K in Q3 2024. 2,153 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Aurora Private Wealth held 3,806 shares of Coca-Cola worth $328K as of Q3 2026.
  • Aurora Private Wealth sold 540 Coca-Cola shares in Q3 2026, an estimated $46.8K.
  • Coca-Cola made up 0.21% of Aurora Private Wealth's portfolio in Q3 2026, its #118 holding.
  • Aurora Private Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 18 quarters since.
  • Aurora Private Wealth's Coca-Cola position peaked at $400K in Q3 2024.
  • 2,153 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.