Aviance Capital Partners’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
Q1 | $1.95M | Buy |
25,646
+692
| +3% | +$52.3K | 0.23% | 91 |
|
|
2025
Q4 | $1.74M | Buy |
24,954
+9
| +0% | +$627 | 0.2% | 98 |
|
|
2025
Q3 | $1.65M | Buy |
24,945
+247
| +1% | +$17K | 0.2% | 106 |
|
|
2025
Q2 | $1.75M | Buy |
24,698
+1,004
| +4% | +$71.5K | 0.23% | 102 |
|
|
2025
Q1 | $1.7M | Sell |
23,694
-294
| -1% | -$19.6K | 0.24% | 97 |
|
|
2024
Q4 | $1.49M | Buy |
23,988
+171
| +0.7% | +$11.2K | 0.21% | 110 |
|
|
2024
Q3 | $1.71M | Buy |
23,817
+25
| +0.1% | +$1.71K | 0.23% | 109 |
|
|
2024
Q2 | $1.51M | Buy |
23,792
+158
| +0.7% | +$9.78K | 0.22% | 110 |
|
|
2024
Q1 | $1.45M | Buy |
23,634
+16,864
| +249% | +$1.01M | 0.22% | 111 |
|
|
2023
Q4 | $399K | Sell |
6,770
-1,895
| -22% | -$108K | 0.09% | 184 |
|
|
2023
Q3 | $485K | Sell |
8,665
-264
| -3% | -$15.8K | 0.11% | 168 |
|
|
2023
Q2 | $538K | Buy |
8,929
+65
| +0.7% | +$4.04K | 0.11% | 174 |
|
|
2023
Q1 | $550K | Buy |
8,864
+1,547
| +21% | +$93.7K | 0.12% | 167 |
|
|
2022
Q4 | $465K | Buy |
7,317
+156
| +2% | +$9.42K | 0.11% | 183 |
|
|
2022
Q3 | $401K | Buy |
7,161
+9
| +0.1% | +$559 | 0.1% | 185 |
|
|
2022
Q2 | $450K | Buy |
7,152
+223
| +3% | +$14.1K | 0.1% | 186 |
|
|
2022
Q1 | $430K | Sell |
6,929
-42
| -0.6% | -$2.55K | 0.08% | 193 |
|
|
2021
Q4 | $413K | Buy |
6,971
+191
| +3% | +$10.6K | 0.07% | 200 |
|
|
2021
Q3 | $356K | Buy |
6,780
+108
| +2% | +$6.02K | 0.06% | 213 |
|
|
2021
Q2 | $361K | Buy |
6,672
+1
| +0% | +$54 | 0.06% | 209 |
|
|
2021
Q1 | $352K | Sell |
6,671
-1,632
| -20% | -$82.1K | 0.07% | 222 |
|
|
2020
Q4 | $455K | Sell |
8,303
-59
| -0.7% | -$3.05K | 0.09% | 185 |
|
|
2020
Q3 | $413K | Buy |
8,362
+781
| +10% | +$37.6K | 0.09% | 179 |
|
|
2020
Q2 | $339K | Buy |
7,581
+281
| +4% | +$12.9K | 0.08% | 192 |
|
|
2020
Q1 | $323K | Buy |
7,300
+900
| +14% | +$48.6K | 0.1% | 173 |
|
|
2019
Q4 | $354K | Hold |
6,400
| – | – | 0.09% | 185 |
|
|
2019
Q3 | $348K | Hold |
6,400
| – | – | 0.1% | 179 |
|
|
2019
Q2 | $326K | Sell |
6,400
-77
| -1% | -$3.77K | 0.09% | 186 |
|
|
2019
Q1 | $304K | Sell |
6,477
-2,372
| -27% | -$111K | 0.09% | 182 |
|
|
2018
Q4 | $419K | Sell |
8,849
-15,920
| -64% | -$762K | 0.15% | 157 |
|
|
2018
Q3 | $1.14M | Sell |
24,769
-190
| -0.8% | -$8.68K | 0.28% | 88 |
|
|
2018
Q2 | $1.09M | Buy |
24,959
+10
| +0% | +$432 | 0.32% | 81 |
|
|
2018
Q1 | $1.08M | Sell |
24,949
-10,691
| -30% | -$480K | 0.33% | 81 |
|
|
2017
Q4 | $1.64M | Buy |
35,640
+10,518
| +42% | +$483K | 0.54% | 50 |
|
|
2017
Q3 | $1.13M | Buy |
25,122
+9
| +0% | +$409 | 0.38% | 71 |
|
|
2017
Q2 | $1.13M | Buy |
25,113
+200
| +0.8% | +$8.84K | 0.36% | 79 |
|
|
2017
Q1 | $1.06M | Sell |
24,913
-30,806
| -55% | -$1.28M | 0.39% | 75 |
|
|
2016
Q4 | $2.31M | Sell |
55,719
-1,582
| -3% | -$65.8K | 0.81% | 28 |
|
|
2016
Q3 | $2.42M | Sell |
57,301
-287
| -0.5% | -$12.6K | 0.86% | 29 |
|
|
2016
Q2 | $2.61M | Buy |
57,588
+7
| +0% | +$316 | 0.96% | 24 |
|
|
2016
Q1 | $2.67M | Sell |
57,581
-200
| -0.3% | -$8.7K | 0.93% | 20 |
|
|
2015
Q4 | $2.48M | Buy |
57,781
+17,853
| +45% | +$758K | 0.85% | 25 |
|
|
2015
Q3 | $1.67M | Sell |
39,928
-3,928
| -9% | -$157K | 0.68% | 34 |
|
|
2015
Q2 | $1.72M | Buy |
43,856
+31,779
| +263% | +$1.29M | 0.64% | 38 |
|
|
2015
Q1 | $490K | Buy |
12,077
+350
| +3% | +$14.6K | 0.18% | 149 |
|
|
2014
Q4 | $495K | Buy |
11,727
+100
| +0.9% | +$4.27K | 0.18% | 146 |
|
|
2014
Q3 | $496K | Buy |
11,627
+7
| +0.1% | +$289 | 0.19% | 157 |
|
|
2014
Q2 | $492K | Sell |
11,620
-492
| -4% | -$20K | 0.19% | 148 |
|
|
2014
Q1 | $468K | Buy |
12,112
+119
| +1% | +$4.6K | 0.2% | 139 |
|
|
2013
Q4 | $495K | Sell |
11,993
-920
| -7% | -$36.3K | 0.21% | 133 |
|
|
2013
Q3 | $489K | Sell |
12,913
-197
| -2% | -$7.79K | 0.23% | 132 |
|
|
2013
Q2 | $526K | Buy |
+13,110
| New | +$543K | 0.28% | 96 |
|
Other funds holding KO
VCM
VPM
Aviance Capital Partners's KO Position: Q1 2026 in Review
Aviance Capital Partners increased its Coca-Cola (KO) stake by 2.8% in Q1 2026, buying an estimated $52.3K and bringing the position to 25,646 shares worth $1.95M. The position accounts for 0.23% of the portfolio, ranked #91.
Aviance Capital Partners first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.67M in Q1 2016. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Aviance Capital Partners held 25,646 shares of Coca-Cola worth $1.95M as of Q1 2026.
- Aviance Capital Partners bought 692 Coca-Cola shares in Q1 2026, an estimated $52.3K.
- Coca-Cola made up 0.23% of Aviance Capital Partners's portfolio in Q1 2026, its #91 holding.
- Aviance Capital Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Aviance Capital Partners's Coca-Cola position peaked at $2.67M in Q1 2016.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.