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ViaWealth’s Coca-Cola KO Stock Holding History

ViaWealth’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 		$604K Buy
7,428
+2
+0% +$158 0.3% 104
2026
Q1 		$565K Buy
7,426
+38
+0.5% +$2.87K 0.31% 93
2025
Q4 		$516K Sell
7,388
-707
-9% -$49.3K 0.29% 96
2025
Q3 		$537K Sell
8,095
-886
-10% -$61K 0.29% 96
2025
Q2 		$635K Sell
8,981
-477
-5% -$34K 0.38% 86
2025
Q1 		$677K Hold
9,458
– – 0.42% 76
2024
Q4 		$589K Sell
9,458
-755
-7% -$49.3K 0.36% 85
2024
Q3 		$734K Buy
10,213
+5
+0% +$342 0.43% 76
2024
Q2 		$650K Buy
10,208
+5
+0% +$310 0.4% 74
2024
Q1 		$624K Buy
10,203
+725
+8% +$43.6K 0.39% 83
2023
Q4 		$559K Buy
9,478
+10
+0.1% +$568 0.38% 90
2023
Q3 		$530K Sell
9,468
-1,020
-10% -$61.2K 0.39% 85
2023
Q2 		$632K Buy
10,488
+12
+0.1% +$747 0.47% 68
2023
Q1 		$650K Buy
10,476
+325
+3% +$19.7K 0.51% 65
2022
Q4 		$636K Buy
+10,151
New +$613K 0.52% 66

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

ViaWealth's KO Position: Q2 2026 in Review

ViaWealth increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $158 and bringing the position to 7,428 shares worth $604K. The position accounts for 0.3% of the portfolio, ranked #104.

ViaWealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $734K in Q3 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ViaWealth held 7,428 shares of Coca-Cola worth $604K as of Q2 2026.
  • ViaWealth bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.3% of ViaWealth's portfolio in Q2 2026, its #104 holding.
  • ViaWealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Coca-Cola position peaked at $734K in Q3 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.