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Vantage Financial Partners (Wisconsin)’s Coca-Cola KO Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$261K Buy
3,727
+54
+1% +$3.76K 0.05% 176
2025
Q3 		$244K Sell
3,673
-48
-1% -$3.3K 0.05% 187
2025
Q2 		$263K Buy
3,721
+26
+0.7% +$1.85K 0.06% 172
2025
Q1 		$265K Buy
3,695
+224
+6% +$15K 0.07% 153
2024
Q4 		$216K Sell
3,471
-2
-0.1% -$131 0.05% 163
2024
Q3 		$250K Buy
+3,473
New +$238K 0.06% 156

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vantage Financial Partners (Wisconsin)'s KO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Coca-Cola (KO) stake by 1.5% in Q4 2025, buying an estimated $3.76K and bringing the position to 3,727 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #176.

Vantage Financial Partners (Wisconsin) first reported a position in KO in Q3 2024 and has held it in 6 quarters since. The position peaked at $265K in Q1 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 3,727 shares of Coca-Cola worth $261K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 54 Coca-Cola shares in Q4 2025, an estimated $3.76K.
  • Coca-Cola made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #176 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Coca-Cola position peaked at $265K in Q1 2025.
  • 3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.