Vestmark Advisory Solutions’s Coca-Cola KO Stock Holding History

Vestmark Advisory Solutions’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	$25.6M	Buy	336,838 +196,814	+141%	+$14.9M	0.28%	78
2025 Q4	$9.79M	Buy	140,024 +91,628	+189%	+$6.39M	0.13%	159
2025 Q3	$3.21M	Sell	48,396 -2,755	-5%	-$190K	0.06%	323
2025 Q2	$3.62M	Buy	51,151 +40,480	+379%	+$2.88M	0.05%	268
2025 Q1	$764K	Buy	10,671 +3,988	+60%	+$266K	0.02%	446
2024 Q4	$416K	Buy	+6,683	New	+$436K	0.01%	442
2024 Q3	–	Sell	-28,085	Closed	-$1.79M	–	571
2024 Q2	$1.79M	Buy	28,085 +11,175	+66%	+$692K	0.07%	254
2024 Q1	$1.03M	Buy	16,910 +12,976	+330%	+$779K	0.04%	310
2023 Q4	$296K	Sell	3,934 -121	-3%	-$6.87K	0.02%	415
2023 Q3	$227K	Sell	4,055 -61,115	-94%	-$3.67M	0.02%	382
2023 Q2	$3.92M	Buy	65,170 +1,033	+2%	+$64.3K	0.15%	179
2023 Q1	$3.98M	Buy	64,137 +7,340	+13%	+$444K	0.17%	163
2022 Q4	$3.61M	Buy	56,797 +12,927	+29%	+$780K	0.18%	165
2022 Q3	$2.46M	Buy	43,870 +1,845	+4%	+$115K	0.14%	208
2022 Q2	$2.64M	Sell	42,025 -2,629	-6%	-$167K	0.15%	178
2022 Q1	$2.77M	Sell	44,654 -1,558	-3%	-$94.7K	0.16%	160
2021 Q4	$2.74M	Buy	46,212 +5,763	+14%	+$321K	0.15%	156
2021 Q3	$2.12M	Sell	40,449 -2,735	-6%	-$152K	0.14%	182
2021 Q2	$2.34M	Buy	43,184 +3,323	+8%	+$181K	0.17%	149
2021 Q1	$2.1M	Sell	39,861 -10,488	-21%	-$528K	0.19%	147
2020 Q4	$2.76M	Sell	50,349 -3,114	-6%	-$161K	0.31%	84
2020 Q3	$2.64M	Buy	53,463 +5,004	+10%	+$241K	0.35%	67
2020 Q2	$2.17M	Buy	48,459 +10,342	+27%	+$476K	0.34%	73
2020 Q1	$1.69M	Sell	38,117 -2,526	-6%	-$136K	0.33%	80
2019 Q4	$2.25M	Buy	40,643 +359	+0.9%	+$19.3K	0.46%	68
2019 Q3	$2.19M	Sell	40,284 -3,209	-7%	-$172K	0.36%	71
2019 Q2	$2.21M	Buy	43,493 +1,713	+4%	+$84K	0.38%	63
2019 Q1	$1.96M	Buy	+41,780	New	+$1.95M	0.35%	74

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

Vestmark Advisory Solutions's KO Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Coca-Cola (KO) stake by 141% in Q1 2026, buying an estimated $14.9M and bringing the position to 336,838 shares worth $25.6M. The position accounts for 0.28% of the portfolio, ranked #78.

Vestmark Advisory Solutions first reported a position in KO in Q1 2019 and has held it in 28 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Vestmark Advisory Solutions held 336,838 shares of Coca-Cola worth $25.6M as of Q1 2026.
Vestmark Advisory Solutions bought 196,814 Coca-Cola shares in Q1 2026, an estimated $14.9M.
Coca-Cola made up 0.28% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #78 holding.
Vestmark Advisory Solutions first reported a position in Coca-Cola in Q1 2019 and has held it in 28 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.