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Verus Capital Partners’s Coca-Cola KO Stock Holding History

Verus Capital 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
Q2 		$706K Sell
8,691
-128
-1% -$10.1K 0.04% 243
2026
Q1 		$671K Buy
8,819
+296
+3% +$22.4K 0.05% 217
2025
Q4 		$596K Buy
8,523
+623
+8% +$43.4K 0.04% 238
2025
Q3 		$524K Buy
7,900
+412
+6% +$28.4K 0.04% 227
2025
Q2 		$530K Buy
7,488
+52
+0.7% +$3.7K 0.05% 201
2025
Q1 		$533K Buy
7,436
+76
+1% +$5.08K 0.05% 197
2024
Q4 		$458K Buy
7,360
+93
+1% +$6.07K 0.04% 210
2024
Q3 		$524K Buy
7,267
+57
+0.8% +$3.9K 0.05% 188
2024
Q2 		$459K Buy
7,210
+151
+2% +$9.35K 0.05% 206
2024
Q1 		$432K Buy
7,059
+252
+4% +$15.1K 0.05% 212
2023
Q4 		$401K Buy
6,807
+892
+15% +$50.7K 0.05% 199
2023
Q3 		$331K Buy
5,915
+550
+10% +$33K 0.05% 212
2023
Q2 		$323K Buy
5,365
+879
+20% +$54.7K 0.05% 213
2023
Q1 		$278K Buy
4,486
+86
+2% +$5.21K 0.04% 226
2022
Q4 		$280K Buy
4,400
+51
+1% +$3.08K 0.05% 213
2022
Q3 		$244K Buy
4,349
+1,072
+33% +$66.6K 0.05% 225
2022
Q2 		$271K Sell
3,277
-1,315
-29% -$83.4K 0.05% 229
2022
Q1 		$293K Buy
+4,592
New +$279K 0.05% 244
2020
Q1 		$241K Buy
5,445
+410
+8% +$22.1K 0.08% 162
2019
Q4 		$279K Buy
+5,035
New +$271K 0.09% 178

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Verus Capital Partners's KO Position: Q2 2026 in Review

Verus Capital Partners reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $10.1K and leaving 8,691 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #243.

Verus Capital Partners first reported a position in KO in Q4 2019 and has held it in 20 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Verus Capital Partners held 8,691 shares of Coca-Cola worth $706K as of Q2 2026.
  • Verus Capital Partners sold 128 Coca-Cola shares in Q2 2026, an estimated $10.1K.
  • Coca-Cola made up 0.04% of Verus Capital Partners's portfolio in Q2 2026, its #243 holding.
  • Verus Capital Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 20 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.