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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aviso Financial's KO Position: Q1 2026 in Review

Aviso Financial reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $72.6K and leaving 5,736 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #192.

Aviso Financial first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aviso Financial held 5,736 shares of Coca-Cola worth $436K as of Q1 2026.
  • Aviso Financial sold 960 Coca-Cola shares in Q1 2026, an estimated $72.6K.
  • Coca-Cola made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #192 holding.
  • Aviso Financial first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Coca-Cola position peaked at $1.56M in Q2 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.