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 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 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

Verus Capital Partners's KO Position: Q1 2026 in Review

Verus Capital Partners increased its Coca-Cola (KO) stake by 3.5% in Q1 2026, buying an estimated $22.4K and bringing the position to 8,819 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #217.

Verus Capital Partners first reported a position in KO in Q4 2019 and has held it in 19 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Verus Capital Partners held 8,819 shares of Coca-Cola worth $671K as of Q1 2026.
Verus Capital Partners bought 296 Coca-Cola shares in Q1 2026, an estimated $22.4K.
Coca-Cola made up 0.05% of Verus Capital Partners's portfolio in Q1 2026, its #217 holding.
Verus Capital Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 19 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.