VVP
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Venture Visionary Partners’s Coca-Cola KO Stock Holding History

Venture Visionary Partners’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 		$8.32M Sell
109,373
-802
-0.7% -$60.6K 0.28% 98
2025
Q4 		$7.79M Sell
110,175
-4,140
-4% -$289K 0.25% 99
2025
Q3 		$7.58M Sell
114,315
-15,456
-12% -$1.06M 0.26% 98
2025
Q2 		$9.18M Sell
129,771
-4,804
-4% -$342K 0.34% 72
2025
Q1 		$9.64M Sell
134,575
-6,041
-4% -$403K 0.4% 64
2024
Q4 		$8.75M Sell
140,616
-6,221
-4% -$406K 0.37% 70
2024
Q3 		$10.6M Sell
146,837
-3,709
-2% -$254K 0.46% 58
2024
Q2 		$9.58M Sell
150,546
-54,563
-27% -$3.38M 0.44% 60
2024
Q1 		$12.5M Buy
205,109
+2,040
+1% +$123K 0.59% 41
2023
Q4 		$12M Sell
203,069
-7,683
-4% -$436K 0.63% 36
2023
Q3 		$11.8M Buy
210,752
+2,408
+1% +$144K 0.71% 30
2023
Q2 		$12.5M Buy
208,344
+2,885
+1% +$179K 0.74% 28
2023
Q1 		$12.7M Buy
205,459
+2,789
+1% +$169K 0.81% 26
2022
Q4 		$12.9M Sell
202,670
-7,980
-4% -$482K 0.93% 24
2022
Q3 		$11.8M Buy
210,650
+6,403
+3% +$398K 0.96% 23
2022
Q2 		$12.8M Buy
204,247
+1,949
+1% +$124K 0.98% 23
2022
Q1 		$12.5M Buy
202,298
+19,423
+11% +$1.18M 0.84% 31
2021
Q4 		$10.9M Buy
182,875
+4,872
+3% +$271K 0.71% 37
2021
Q3 		$9.25M Buy
178,003
+21,103
+13% +$1.18M 0.66% 38
2021
Q2 		$8.51M Sell
156,900
-12,792
-8% -$696K 0.68% 34
2021
Q1 		$8.94M Buy
169,692
+42,821
+34% +$2.16M 0.75% 34
2020
Q4 		$6.96M Buy
126,871
+92,608
+270% +$4.79M 0.77% 31
2020
Q3 		$1.71M Buy
34,263
+3,040
+10% +$146K 0.42% 45
2020
Q2 		$1.4M Buy
31,223
+8,167
+35% +$376K 0.41% 42
2020
Q1 		$1.02M Hold
23,056
– – 0.38% 44
2019
Q4 		$1.28M Buy
+23,056
New +$1.24M 0.39% 44

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

Venture Visionary Partners's KO Position: Q1 2026 in Review

Venture Visionary Partners reduced its Coca-Cola (KO) stake by 0.73% in Q1 2026, selling an estimated $60.6K and leaving 109,373 shares worth $8.32M. The position accounts for 0.28% of the portfolio, ranked #98.

Venture Visionary Partners first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.9M in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Venture Visionary Partners held 109,373 shares of Coca-Cola worth $8.32M as of Q1 2026.
  • Venture Visionary Partners sold 802 Coca-Cola shares in Q1 2026, an estimated $60.6K.
  • Coca-Cola made up 0.28% of Venture Visionary Partners's portfolio in Q1 2026, its #98 holding.
  • Venture Visionary Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Venture Visionary Partners's Coca-Cola position peaked at $12.9M in Q4 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.