VWM
KO icon

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

Vermillion 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 		$34K Sell
418
-233
-36% -$18.4K 0.01% 731
2026
Q1 		$49.5K Buy
651
+234
+56% +$17.7K 0.02% 209
2025
Q4 		$29.2K Sell
417
-72
-15% -$5.02K 0.01% 250
2025
Q3 		$32.4K Buy
489
+1
+0.2% +$69 0.01% 695
2025
Q2 		$34.5K Buy
488
+1
+0.2% +$71 0.02% 211
2025
Q1 		$34.9K Sell
487
-205
-30% -$13.7K 0.01% 583
2024
Q4 		$43.1K Buy
+692
New +$45.2K 0.02% 194

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Coca-Cola (KO) stake by 36% in Q2 2026, selling an estimated $18.4K and leaving 418 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #731.

Vermillion Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.5K in Q1 2026. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Vermillion Wealth Management held 418 shares of Coca-Cola worth $34K as of Q2 2026.
  • Vermillion Wealth Management sold 233 Coca-Cola shares in Q2 2026, an estimated $18.4K.
  • Coca-Cola made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #731 holding.
  • Vermillion Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Coca-Cola position peaked at $49.5K in Q1 2026.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.