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Vertex Planning Partners’s Coca-Cola KO Stock Holding History

Vertex Planning 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
2025
Q4 		– Sell
-4,248
Closed -$282K – 172
2025
Q3 		$282K Buy
4,248
+134
+3% +$9.22K 0.05% 167
2025
Q2 		$291K Sell
4,114
-15
-0.4% -$1.07K 0.06% 153
2025
Q1 		$296K Buy
4,129
+209
+5% +$14K 0.06% 142
2024
Q4 		$244K Buy
3,920
+541
+16% +$35.3K 0.05% 165
2024
Q3 		$243K Buy
3,379
+16
+0.5% +$1.1K 0.06% 145
2024
Q2 		$214K Buy
3,363
+90
+3% +$5.57K 0.06% 146
2024
Q1 		$200K Buy
+3,273
New +$197K 0.06% 152
2023
Q3 		– Sell
-3,585
Closed -$216K – 140
2023
Q2 		$216K Buy
+3,585
New +$223K 0.07% 130

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vertex Planning Partners's KO Position: Q4 2025 in Review

Vertex Planning Partners sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 4,248 shares — an estimated $282K sold.

Vertex Planning Partners first reported a position in KO in Q2 2023 and held it in 8 quarters. The position peaked at $296K in Q1 2025. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Vertex Planning Partners reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 4,248 Coca-Cola shares in Q4 2025, an estimated $282K.
  • Vertex Planning Partners first reported a position in Coca-Cola in Q2 2023 and held it in 8 quarters.
  • Vertex Planning Partners's Coca-Cola position peaked at $296K in Q1 2025.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.