AWM
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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
Q3 		$416K Hold
4,853
– – 0.12% 107
2026
Q2 		$394K Sell
4,853
-708
-13% -$55.9K 0.12% 113
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Avaii Wealth Management's KO Position: Q3 2026 in Review

Avaii Wealth Management held its Coca-Cola (KO) position steady in Q3 2026 at 4,853 shares worth $416K. The position accounts for 0.12% of the portfolio, ranked #107.

Avaii Wealth Management first reported a position in KO in Q4 2022 and has held it in 16 quarters since. The position peaked at $423K in Q1 2026. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Avaii Wealth Management held 4,853 shares of Coca-Cola worth $416K as of Q3 2026.
  • Avaii Wealth Management left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.12% of Avaii Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Avaii Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • Avaii Wealth Management's Coca-Cola position peaked at $423K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.