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Vestia Personal Wealth Advisors’s Coca-Cola KO Stock Holding History

Vestia Personal Wealth 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 		$320K Buy
3,895
+15
+0.4% +$1.19K 0.12% 86
2026
Q1 		$296K Buy
3,880
+61
+2% +$4.61K 0.14% 82
2025
Q4 		$275K Buy
3,819
+140
+4% +$9.76K 0.14% 81
2025
Q3 		$243K Buy
3,679
+113
+3% +$7.78K 0.14% 86
2025
Q2 		$251K Sell
3,566
-353
-9% -$25.1K 0.17% 83
2025
Q1 		$278K Buy
3,919
+13
+0.3% +$868 0.22% 69
2024
Q4 		$243K Sell
3,906
-233
-6% -$15.2K 0.2% 78
2024
Q3 		$297K Buy
4,139
+103
+3% +$7.05K 0.28% 56
2024
Q2 		$257K Buy
+4,036
New +$250K 0.27% 60

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

Vestia Personal Wealth Advisors's KO Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Coca-Cola (KO) stake by 0.39% in Q2 2026, buying an estimated $1.19K and bringing the position to 3,895 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #86.

Vestia Personal Wealth Advisors first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Vestia Personal Wealth Advisors held 3,895 shares of Coca-Cola worth $320K as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 15 Coca-Cola shares in Q2 2026, an estimated $1.19K.
  • Coca-Cola made up 0.12% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Vestia Personal Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.