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	$8K	Buy	+100	New	+$7.56K	﹤0.01%	1045

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

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. 3,552 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.
3,552 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.