AWM
KO icon

Aviso Wealth Management’s Coca-Cola KO Stock Holding History

Aviso Wealth Management’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 		$458K Sell
6,018
-226
-4% -$17.1K 0.21% 98
2025
Q4 		$437K Sell
6,244
-289
-4% -$20.1K 0.18% 103
2025
Q3 		$433K Buy
6,533
+520
+9% +$35.8K 0.19% 98
2025
Q2 		$425K Sell
6,013
-43
-0.7% -$3.06K 0.2% 98
2025
Q1 		$434K Buy
6,056
+1,728
+40% +$115K 0.23% 91
2024
Q4 		$269K Buy
4,328
+513
+13% +$33.5K 0.14% 117
2024
Q3 		$274K Sell
3,815
-331
-8% -$22.7K 0.15% 122
2024
Q2 		$264K Sell
4,146
-186
-4% -$11.5K 0.16% 118
2024
Q1 		$265K Buy
+4,332
New +$260K 0.17% 123

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 Wealth Management's KO Position: Q1 2026 in Review

Aviso Wealth Management reduced its Coca-Cola (KO) stake by 3.6% in Q1 2026, selling an estimated $17.1K and leaving 6,018 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #98.

Aviso Wealth Management first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Aviso Wealth Management held 6,018 shares of Coca-Cola worth $458K as of Q1 2026.
  • Aviso Wealth Management sold 226 Coca-Cola shares in Q1 2026, an estimated $17.1K.
  • Coca-Cola made up 0.21% of Aviso Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Aviso Wealth Management first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.