VPIM
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Vanguard Personalized Indexing Management’s Coca-Cola KO Stock Holding History

Vanguard Personalized Indexing 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 		$42.5M Buy
559,042
+42,558
+8% +$3.22M 0.42% 36
2025
Q4 		$36.1M Buy
516,484
+19,944
+4% +$1.39M 0.35% 39
2025
Q3 		$33M Sell
496,540
-27,192
-5% -$1.87M 0.34% 37
2025
Q2 		$37.1M Buy
523,732
+84,674
+19% +$6.03M 0.42% 30
2025
Q1 		$31.4M Buy
439,058
+37,721
+9% +$2.52M 0.46% 27
2024
Q4 		$25M Buy
401,337
+7,022
+2% +$458K 0.38% 30
2024
Q3 		$28.3M Buy
394,315
+42,747
+12% +$2.93M 0.46% 26
2024
Q2 		$21.9M Buy
351,568
+46,667
+15% +$2.89M 0.42% 29
2024
Q1 		$18.7M Buy
304,901
+53,917
+21% +$3.24M 0.4% 33
2023
Q4 		$14.8M Buy
250,984
+1,874
+0.8% +$106K 0.38% 34
2023
Q3 		$13.9M Buy
249,110
+1,632
+0.7% +$97.9K 0.42% 33
2023
Q2 		$14.9M Buy
247,478
+25,619
+12% +$1.59M 0.46% 30
2023
Q1 		$13.8M Buy
221,859
+11,831
+6% +$716K 0.48% 30
2022
Q4 		$13.4M Buy
210,028
+5,725
+3% +$346K 0.55% 26
2022
Q3 		$11.4M Buy
204,303
+8,329
+4% +$518K 0.52% 26
2022
Q2 		$12.3M Buy
195,974
+49,876
+34% +$3.16M 0.57% 22
2022
Q1 		$9.06M Buy
146,098
+23,989
+20% +$1.46M 0.44% 27
2021
Q4 		$7.23M Buy
122,109
+35,163
+40% +$1.96M 0.43% 33
2021
Q3 		$4.56M Buy
86,946
+12,690
+17% +$707K 0.41% 37
2021
Q2 		$4.02M Buy
74,256
+34,728
+88% +$1.89M 0.42% 32
2021
Q1 		$2.08M Buy
39,528
+14,922
+61% +$751K 0.32% 60
2020
Q4 		$1.35M Buy
24,606
+1,323
+6% +$68.4K 0.29% 71
2020
Q3 		$1.15M Buy
23,283
+6,843
+42% +$329K 0.32% 70
2020
Q2 		$735K Sell
16,440
-957
-6% -$44.1K 0.33% 64
2020
Q1 		$770K Buy
+17,397
New +$940K 0.45% 59

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

Vanguard Personalized Indexing Management's KO Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Coca-Cola (KO) stake by 8.2% in Q1 2026, buying an estimated $3.22M and bringing the position to 559,042 shares worth $42.5M. The position accounts for 0.42% of the portfolio, ranked #36.

Vanguard Personalized Indexing Management first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Vanguard Personalized Indexing Management held 559,042 shares of Coca-Cola worth $42.5M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 42,558 Coca-Cola shares in Q1 2026, an estimated $3.22M.
  • Coca-Cola made up 0.42% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #36 holding.
  • Vanguard Personalized Indexing Management first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.