Avaii Wealth Management’s Coca-Cola KO Stock Holding History

Avaii Wealth 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 Q1	$423K	Buy	5,561 +69	+1%	+$5.22K	0.15%	88
2025 Q4	$384K	Buy	5,492 +71	+1%	+$4.95K	0.14%	92
2025 Q3	$360K	Sell	5,421 -391	-7%	-$26.9K	0.14%	95
2025 Q2	$411K	Buy	5,812 +1,138	+24%	+$81.1K	0.18%	71
2025 Q1	$335K	Sell	4,674 -54	-1%	-$3.61K	0.18%	80
2024 Q4	$294K	Sell	4,728 -324	-6%	-$21.1K	0.14%	95
2024 Q3	$363K	Sell	5,052 -921	-15%	-$63.1K	0.18%	78
2024 Q2	$380K	Sell	5,973 -129	-2%	-$7.99K	0.21%	86
2024 Q1	$373K	Sell	6,102 -43	-0.7%	-$2.58K	0.22%	83
2023 Q4	$362K	Buy	6,145 +239	+4%	+$13.6K	0.24%	92
2023 Q3	$331K	Buy	5,906 +1,273	+27%	+$76.4K	0.25%	87
2023 Q2	$279K	Buy	4,633 +111	+2%	+$6.91K	0.21%	104
2023 Q1	$281K	Buy	4,522 +391	+9%	+$23.7K	0.24%	97
2022 Q4	$263K	Buy	+4,131	New	+$249K	0.23%	102

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avaii Wealth Management's KO Position: Q1 2026 in Review

Avaii Wealth Management increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $5.22K and bringing the position to 5,561 shares worth $423K. The position accounts for 0.15% of the portfolio, ranked #88.

Avaii Wealth Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Avaii Wealth Management held 5,561 shares of Coca-Cola worth $423K as of Q1 2026.
Avaii Wealth Management bought 69 Coca-Cola shares in Q1 2026, an estimated $5.22K.
Coca-Cola made up 0.15% of Avaii Wealth Management's portfolio in Q1 2026, its #88 holding.
Avaii Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.