VCI Wealth Management’s Coca-Cola KO Stock Holding History

VCI Wealth 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 Q2	$2.68M	Buy	32,956 +4,710	+17%	+$372K	0.67%	37
2026 Q1	$2.15M	Buy	28,246 +6,559	+30%	+$496K	0.6%	33
2025 Q4	$1.52M	Buy	21,687 +4,737	+28%	+$330K	0.42%	62
2025 Q3	$1.12M	Buy	+16,950	New	+$1.17M	0.34%	73

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

VCI Wealth Management's KO Position: Q2 2026 in Review

VCI Wealth Management increased its Coca-Cola (KO) stake by 17% in Q2 2026, buying an estimated $372K and bringing the position to 32,956 shares worth $2.68M. The position accounts for 0.67% of the portfolio, ranked #37.

VCI Wealth Management first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

VCI Wealth Management held 32,956 shares of Coca-Cola worth $2.68M as of Q2 2026.
VCI Wealth Management bought 4,710 Coca-Cola shares in Q2 2026, an estimated $372K.
Coca-Cola made up 0.67% of VCI Wealth Management's portfolio in Q2 2026, its #37 holding.
VCI Wealth Management first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.