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Avion Wealth’s Coca-Cola KO Stock Holding History

Avion 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 		$164K Buy
2,025
+221
+12% +$17.5K 0.03% 133
2026
Q1 		$137K Buy
1,804
+9
+0.5% +$680 0.03% 126
2025
Q4 		$125K Buy
1,795
+73
+4% +$5.09K 0.03% 128
2025
Q3 		$114K Buy
1,722
+158
+10% +$10.9K 0.02% 142
2025
Q2 		$110K Sell
1,564
-67
-4% -$4.77K 0.03% 135
2025
Q1 		$101K Hold
1,631
– – 0.03% 133
2024
Q4 		$101K Buy
1,631
+173
+12% +$11.3K 0.03% 133
2024
Q3 		$104K Sell
1,458
-156
-10% -$10.7K 0.03% 122
2024
Q2 		$102K Buy
1,614
+470
+41% +$29.1K 0.03% 115
2024
Q1 		$70K Buy
1,144
+325
+40% +$19.5K 0.02% 139
2023
Q4 		$48K Buy
819
+322
+65% +$18.3K 0.01% 157
2023
Q3 		$27K Sell
497
-284
-36% -$17K 0.01% 190
2023
Q2 		$46K Buy
781
+332
+74% +$20.7K 0.01% 168
2023
Q1 		$28K Buy
449
+2
+0.4% +$121 0.01% 192
2022
Q4 		$25K Hold
447
– – 0.01% 197
2022
Q3 		$25K Hold
447
– – 0.01% 197
2022
Q2 		$28K Buy
447
+35
+8% +$2.22K 0.01% 181
2022
Q1 		$26K Hold
412
– – 0.01% 167
2021
Q4 		$24K Sell
412
-98
-19% -$5.46K 0.01% 166
2021
Q3 		$27K Buy
510
+449
+736% +$25K 0.01% 166
2021
Q2 		$3K Sell
61
-296
-83% -$16.1K ﹤0.01% 295
2021
Q1 		$19K Buy
357
+200
+127% +$10.1K 0.01% 171
2020
Q4 		$9K Sell
157
-39
-20% -$2.02K ﹤0.01% 236
2020
Q3 		$10K Buy
196
+100
+104% +$4.81K ﹤0.01% 184
2020
Q2 		$4K Sell
96
-100
-51% -$4.61K ﹤0.01% 215
2020
Q1 		$9K Buy
+196
New +$10.6K ﹤0.01% 162

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

Avion Wealth's KO Position: Q2 2026 in Review

Avion Wealth increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,025 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #133.

Avion Wealth first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 1,812 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Avion Wealth held 2,025 shares of Coca-Cola worth $164K as of Q2 2026.
  • Avion Wealth bought 221 Coca-Cola shares in Q2 2026, an estimated $17.5K.
  • Coca-Cola made up 0.03% of Avion Wealth's portfolio in Q2 2026, its #133 holding.
  • Avion Wealth first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.