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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
Q2 		$2.52M Buy
30,975
+143
+0.5% +$11.3K 0.07% 261
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 $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 $3.37T AUM 44.26% 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

VestGen Advisors's KO Position: Q2 2026 in Review

VestGen Advisors increased its Coca-Cola (KO) stake by 0.46% in Q2 2026, buying an estimated $11.3K and bringing the position to 30,975 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #261.

VestGen Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • VestGen Advisors held 30,975 shares of Coca-Cola worth $2.52M as of Q2 2026.
  • VestGen Advisors bought 143 Coca-Cola shares in Q2 2026, an estimated $11.3K.
  • Coca-Cola made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #261 holding.
  • VestGen Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.