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Aviso Financial’s Coca-Cola KO Stock Holding History

Aviso Financial’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 		$512K Buy
6,301
+565
+10% +$44.6K 0.02% 160
2026
Q1 		$436K Sell
5,736
-960
-14% -$72.6K 0.02% 192
2025
Q4 		$468K Sell
6,696
-15,446
-70% -$1.08M 0.02% 193
2025
Q3 		$1.47M Buy
22,142
+80
+0.4% +$5.51K 0.06% 129
2025
Q2 		$1.56M Buy
22,062
+1,049
+5% +$74.7K 0.07% 116
2025
Q1 		$1.5M Buy
21,013
+169
+0.8% +$11.3K 0.07% 116
2024
Q4 		$1.3M Buy
20,844
+4
+0% +$261 0.07% 126
2024
Q3 		$1.5M Buy
20,840
+448
+2% +$30.7K 0.07% 113
2024
Q2 		$1.3M Buy
+20,392
New +$1.26M 0.07% 113

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aviso Financial's KO Position: Q2 2026 in Review

Aviso Financial increased its Coca-Cola (KO) stake by 9.9% in Q2 2026, buying an estimated $44.6K and bringing the position to 6,301 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #160.

Aviso Financial first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Aviso Financial held 6,301 shares of Coca-Cola worth $512K as of Q2 2026.
  • Aviso Financial bought 565 Coca-Cola shares in Q2 2026, an estimated $44.6K.
  • Coca-Cola made up 0.02% of Aviso Financial's portfolio in Q2 2026, its #160 holding.
  • Aviso Financial first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Coca-Cola position peaked at $1.56M in Q2 2025.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.