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	–	Sell	-100	Closed	-$8K	–	1127
2026 Q1	$8K	Buy	+100	New	+$7.56K	﹤0.01%	1045

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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. 3,634 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.
3,634 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.