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VestGen Advisors’s Coca-Cola KO Stock Holding History

VestGen Advisors’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 		$2.47M Buy
30,832
+11,051
+56% +$835K 0.07% 264
2025
Q4 		$1.38M Buy
19,781
+2,702
+16% +$188K 0.06% 298
2025
Q3 		$1.13M Sell
17,079
-684
-4% -$47.1K 0.04% 347
2025
Q2 		$1.25M Buy
17,763
+1,440
+9% +$103K 0.05% 294
2025
Q1 		$1.17M Buy
+16,323
New +$1.09M 0.05% 286

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

VestGen Advisors's KO Position: Q1 2026 in Review

VestGen Advisors increased its Coca-Cola (KO) stake by 56% in Q1 2026, buying an estimated $835K and bringing the position to 30,832 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #264.

VestGen Advisors first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • VestGen Advisors held 30,832 shares of Coca-Cola worth $2.47M as of Q1 2026.
  • VestGen Advisors bought 11,051 Coca-Cola shares in Q1 2026, an estimated $835K.
  • Coca-Cola made up 0.07% of VestGen Advisors's portfolio in Q1 2026, its #264 holding.
  • VestGen Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.