Vantus Wealth’s Coca-Cola KO Stock Holding History

Vantus Wealth’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 Q2	$457K	Buy	+5,623	New	+$444K	0.25%	126
2025 Q4	$327K	Buy	+4,677	New	+$326K	0.24%	133

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vantus Wealth's KO Position: Q2 2026 in Review

Vantus Wealth opened a new position in Coca-Cola (KO) in Q2 2026: 5,623 shares worth $457K. The stake represents 0.25% of the portfolio and ranks #126 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in KO as recently as Q4 2025.

Vantus Wealth first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Vantus Wealth held 5,623 shares of Coca-Cola worth $457K as of Q2 2026.
Coca-Cola was a new Vantus Wealth position in Q2 2026.
Coca-Cola made up 0.25% of Vantus Wealth's portfolio in Q2 2026, its #126 holding.
Vantus Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.