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Vega Investment Solutions’s Coca-Cola KO Stock Holding History

Vega Investment Solutions’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 		$51K Hold
627
– – 0.01% 127
2026
Q1 		$47.7K Buy
+627
New +$47.4K 0.01% 101
2025
Q2 		$68.6K Hold
970
– – 0.02% 88
2025
Q1 		$70.4K Hold
970
– – 0.01% 140
2024
Q4 		$60.4K Buy
+970
New +$63.3K 0.05% 60

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Vanguard Capital Management
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Vega Investment Solutions's KO Position: Q2 2026 in Review

Vega Investment Solutions held its Coca-Cola (KO) position steady in Q2 2026 at 627 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #127.

Vega Investment Solutions first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $70.4K in Q1 2025. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Vega Investment Solutions held 627 shares of Coca-Cola worth $51K as of Q2 2026.
  • Vega Investment Solutions left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.01% of Vega Investment Solutions's portfolio in Q2 2026, its #127 holding.
  • Vega Investment Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Vega Investment Solutions's Coca-Cola position peaked at $70.4K in Q1 2025.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.