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Vest Financial’s Coca-Cola KO Stock Holding History

Vest Financial’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 		$64.1M Sell
788,123
-59,735
-7% -$4.72M 0.67% 39
2026
Q1 		$64.5M Buy
847,858
+40,917
+5% +$3.09M 0.77% 29
2025
Q4 		$56.4M Sell
806,941
-80,082
-9% -$5.58M 0.72% 42
2025
Q3 		$58.8M Buy
887,023
+68,783
+8% +$4.73M 0.77% 35
2025
Q2 		$57.9M Sell
818,240
-128,791
-14% -$9.17M 0.82% 36
2025
Q1 		$67.8M Buy
947,031
+62,733
+7% +$4.19M 1.05% 9
2024
Q4 		$55.1M Buy
884,298
+100,376
+13% +$6.55M 0.97% 32
2024
Q3 		$56.3M Buy
783,922
+18,119
+2% +$1.24M 1.09% 18
2024
Q2 		$48.7M Buy
765,803
+100,379
+15% +$6.21M 1.17% 9
2024
Q1 		$40.7M Buy
665,424
+181,321
+37% +$10.9M 1.08% 32
2023
Q4 		$28.5M Buy
484,103
+121,134
+33% +$6.88M 1.06% 48
2023
Q3 		$20.3M Buy
362,969
+172,232
+90% +$10.3M 1.11% 38
2023
Q2 		$11.4M Buy
190,737
+23,502
+14% +$1.46M 1.06% 57
2023
Q1 		$10.4M Buy
167,235
+8,481
+5% +$513K 1.41% 26
2022
Q4 		$10.1M Buy
158,754
+11,333
+8% +$684K 1.58% 22
2022
Q3 		$8.26M Buy
147,421
+2,779
+2% +$173K 1.56% 29
2022
Q2 		$9.29M Buy
144,642
+4,474
+3% +$284K 1.69% 16
2022
Q1 		$8.69M Buy
140,168
+15,284
+12% +$929K 1.58% 29
2021
Q4 		$7.39M Buy
124,884
+32,331
+35% +$1.8M 1.61% 23
2021
Q3 		$4.86M Buy
92,553
+18,408
+25% +$1.03M 1.48% 46
2021
Q2 		$4.01M Buy
74,145
+22,208
+43% +$1.21M 1.52% 35
2021
Q1 		$2.74M Buy
51,937
+9,061
+21% +$456K 1.57% 26
2020
Q4 		$2.35M Buy
+42,876
New +$2.22M 1.57% 19

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Vest Financial's KO Position: Q2 2026 in Review

Vest Financial reduced its Coca-Cola (KO) stake by 7% in Q2 2026, selling an estimated $4.72M and leaving 788,123 shares worth $64.1M. The position accounts for 0.67% of the portfolio, ranked #39.

Vest Financial first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $67.8M in Q1 2025. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Vest Financial held 788,123 shares of Coca-Cola worth $64.1M as of Q2 2026.
  • Vest Financial sold 59,735 Coca-Cola shares in Q2 2026, an estimated $4.72M.
  • Coca-Cola made up 0.67% of Vest Financial's portfolio in Q2 2026, its #39 holding.
  • Vest Financial first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Coca-Cola position peaked at $67.8M in Q1 2025.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.