Vident Advisory’s Coca-Cola KO Stock Holding History

Vident Advisory’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	$14.1M	Buy	185,392 +29,062	+19%	+$2.2M	0.12%	150
2025 Q4	$10.9M	Sell	156,330 -12,895	-8%	-$899K	0.1%	178
2025 Q3	$11.2M	Buy	169,225 +13,490	+9%	+$928K	0.11%	179
2025 Q2	$11M	Buy	155,735 +6,173	+4%	+$440K	0.12%	150
2025 Q1	$10.7M	Sell	149,562 -381,670	-72%	-$25.5M	0.16%	125
2024 Q4	$33.1M	Buy	531,232 +277,504	+109%	+$18.1M	0.58%	34
2024 Q3	$18.2M	Sell	253,728 -12,286	-5%	-$841K	0.46%	44
2024 Q2	$16.9M	Buy	266,014 +8,826	+3%	+$546K	0.47%	41
2024 Q1	$15.7M	Buy	257,188 +20,263	+9%	+$1.22M	0.33%	87
2023 Q4	$14M	Buy	236,925 +20,033	+9%	+$1.14M	0.35%	74
2023 Q3	$12.1M	Buy	+216,892	New	+$13M	0.38%	64

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

Vident Advisory's KO Position: Q1 2026 in Review

Vident Advisory increased its Coca-Cola (KO) stake by 19% in Q1 2026, buying an estimated $2.2M and bringing the position to 185,392 shares worth $14.1M. The position accounts for 0.12% of the portfolio, ranked #150.

Vident Advisory first reported a position in KO in Q3 2023 and has held it in 11 quarters since. The position peaked at $33.1M in Q4 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Vident Advisory held 185,392 shares of Coca-Cola worth $14.1M as of Q1 2026.
Vident Advisory bought 29,062 Coca-Cola shares in Q1 2026, an estimated $2.2M.
Coca-Cola made up 0.12% of Vident Advisory's portfolio in Q1 2026, its #150 holding.
Vident Advisory first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Coca-Cola position peaked at $33.1M in Q4 2024.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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