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Oliver Lagore Vanvalin Investment Group’s Coca-Cola KO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$133K Buy
+1,853
New +$132K 0.05% 164
2024
Q4 		$115K Hold
1,853
– – 0.03% 165
2024
Q3 		$133K Sell
1,853
-25
-1% -$1.71K 0.04% 149
2024
Q2 		$120K Buy
1,878
+425
+29% +$26.3K 0.03% 153
2024
Q1 		$88.9K Hold
1,453
– – 0.03% 184
2023
Q4 		$85.6K Hold
1,453
– – 0.03% 163
2023
Q3 		$81.3K Sell
1,453
-6
-0.4% -$360 0.03% 188
2023
Q2 		$87.9K Hold
1,459
– – 0.03% 186
2023
Q1 		$90.5K Hold
1,459
– – 0.04% 135
2022
Q4 		$92.8K Buy
1,459
+284
+24% +$17.1K 0.05% 128
2022
Q3 		$66K Hold
1,175
– – 0.04% 147
2022
Q2 		$74K Hold
1,175
– – 0.04% 147
2022
Q1 		$73K Buy
+1,175
New +$71.5K 0.05% 154

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's KO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Coca-Cola (KO) in Q2 2025: 1,853 shares worth $133K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in KO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in KO in Q1 2022 and has held it in 13 quarters since. The position peaked at $133K in Q3 2024. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,853 shares of Coca-Cola worth $133K as of Q2 2025.
  • Coca-Cola was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Coca-Cola made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #164 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Coca-Cola in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Coca-Cola position peaked at $133K in Q3 2024.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.