Vertrix Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Vertrix Wealth Management's KO Position: Q2 2026 in Review
Vertrix Wealth Management increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $70.1K and bringing the position to 43,858 shares worth $3.56M. The position accounts for 1.2% of the portfolio, ranked #37.
Vertrix Wealth Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Vertrix Wealth Management held 43,858 shares of Coca-Cola worth $3.56M as of Q2 2026.
- Vertrix Wealth Management bought 888 Coca-Cola shares in Q2 2026, an estimated $70.1K.
- Coca-Cola made up 1.2% of Vertrix Wealth Management's portfolio in Q2 2026, its #37 holding.
- Vertrix Wealth Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
- 3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.