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 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 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

Vestia Personal Wealth Advisors's KO Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Coca-Cola (KO) stake by 1.6% in Q1 2026, buying an estimated $4.61K and bringing the position to 3,880 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #82.

Vestia Personal Wealth Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $297K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Vestia Personal Wealth Advisors held 3,880 shares of Coca-Cola worth $296K as of Q1 2026.
Vestia Personal Wealth Advisors bought 61 Coca-Cola shares in Q1 2026, an estimated $4.61K.
Coca-Cola made up 0.14% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #82 holding.
Vestia Personal Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Coca-Cola position peaked at $297K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.