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Athena Wealth Management, LLC → KO

Athena Wealth Management, LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
4
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$876K
Q1 2026$1.4M
Q2 2026$1.6M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M20.7K——
Q2 2026$1.6M19.9K——
Q1 2026$1.4M18.1K——
Q4 2025$876K12.5K——

Other funds holding KO

Other Athena Wealth Management, LLC positions

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FDX

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AAPL

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$7.2M
AAPL

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$5.7M
MSFT

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PPT

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$4.1M