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

Vermillion & White Wealth Management Group’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	–	Sell	-2,440	Closed	-$134K	–	314
2025 Q4	$134K	Buy	2,440 +3	+0.1%	+$209	0.07%	81
2025 Q3	$162K	Buy	2,437 +1,264	+108%	+$87K	0.09%	71
2025 Q2	$83K	Buy	1,173 +2	+0.2%	+$142	0.05%	100
2025 Q1	$83.9K	Hold	1,171	–	–	0.06%	89
2024 Q4	$72.9K	Buy	1,171 +3	+0.3%	+$196	0.05%	101
2024 Q3	$84K	Buy	1,168 +1	+0.1%	+$68	0.06%	96
2024 Q2	$74.3K	Buy	1,167 +2	+0.2%	+$124	0.06%	102
2024 Q1	$71.3K	Hold	1,165	–	–	0.06%	97
2023 Q4	$68.7K	Buy	+1,165	New	+$66.2K	0.07%	74

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vermillion & White Wealth Management Group's KO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 2,440 shares — an estimated $134K sold.

Vermillion & White Wealth Management Group first reported a position in KO in Q4 2023 and held it in 9 quarters. The position peaked at $162K in Q3 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 2,440 Coca-Cola shares in Q1 2026, an estimated $134K.
Vermillion & White Wealth Management Group first reported a position in Coca-Cola in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Coca-Cola position peaked at $162K in Q3 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.