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

Aventura 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 		$223K Buy
2,750
+894
+48% +$70.6K 0.07% 165
2026
Q1 		$141K Buy
1,856
+216
+13% +$16.3K 0.05% 187
2025
Q4 		$115K Buy
1,640
+23
+1% +$1.6K 0.04% 200
2025
Q3 		$107K Sell
1,617
-442
-21% -$30.4K 0.04% 211
2025
Q2 		$146K Buy
2,059
+58
+3% +$4.13K 0.06% 169
2025
Q1 		$143K Buy
2,001
+68
+4% +$4.54K 0.08% 161
2024
Q4 		$120K Buy
+1,933
New +$126K 0.06% 170

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aventura Private Wealth increased its Coca-Cola (KO) stake by 48% in Q2 2026, buying an estimated $70.6K and bringing the position to 2,750 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #165.

Aventura Private Wealth first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aventura Private Wealth held 2,750 shares of Coca-Cola worth $223K as of Q2 2026.
  • Aventura Private Wealth bought 894 Coca-Cola shares in Q2 2026, an estimated $70.6K.
  • Coca-Cola made up 0.07% of Aventura Private Wealth's portfolio in Q2 2026, its #165 holding.
  • Aventura Private Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.