Aventus Investment Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.1K Buy
666
+386
+138% +$30.5K 0.04% 56
2026
Q1
$21.3K Hold
280
0.02% 93
2025
Q4
$19.6K Hold
280
0.02% 98
2025
Q3
$18.6K Hold
280
0.02% 97
2025
Q2
$19.8K Buy
+280
New +$19.9K 0.02% 95

Other funds holding KO

Aventus Investment Advisors's KO Position: Q2 2026 in Review

Aventus Investment Advisors increased its Coca-Cola (KO) stake by 138% in Q2 2026, buying an estimated $30.5K and bringing the position to 666 shares worth $54.1K. The position accounts for 0.04% of the portfolio, ranked #56.

Aventus Investment Advisors first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,327 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aventus Investment Advisors held 666 shares of Coca-Cola worth $54.1K as of Q2 2026.
  • Aventus Investment Advisors bought 386 Coca-Cola shares in Q2 2026, an estimated $30.5K.
  • Coca-Cola made up 0.04% of Aventus Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Aventus Investment Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.