Viewpoint Capital Management’s Coca-Cola KO Stock Holding History

Viewpoint Capital Management’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	$350K	Sell	4,609 -1,000	-18%	-$75.6K	0.16%	82
2025 Q4	$392K	Buy	5,609 +5	+0.1%	+$349	0.17%	78
2025 Q3	$372K	Buy	5,604 +2	+0%	+$138	0.16%	78
2025 Q2	$396K	Buy	5,602 +2	+0%	+$142	0.19%	72
2025 Q1	$401K	Hold	5,600	–	–	0.22%	75
2024 Q4	$349K	Buy	5,600 +5	+0.1%	+$326	0.18%	80
2024 Q3	$402K	Buy	5,595 +2	+0%	+$137	0.22%	73
2024 Q2	$356K	Buy	5,593 +3	+0.1%	+$186	0.22%	74
2024 Q1	$342K	Sell	5,590 -215	-4%	-$12.9K	0.22%	77
2023 Q4	$342K	Sell	5,805 -45	-0.8%	-$2.56K	0.24%	72
2023 Q3	$327K	Buy	5,850 +3	+0.1%	+$180	0.26%	67
2023 Q2	$352K	Buy	5,847 +2,002	+52%	+$125K	0.27%	68
2023 Q1	$238K	Hold	3,845	–	–	0.21%	78
2022 Q4	$245K	Buy	3,845 +5	+0.1%	+$302	0.24%	76
2022 Q3	$215K	Buy	3,840 +2	+0.1%	+$124	0.21%	72
2022 Q2	$241K	Buy	3,838 +3	+0.1%	+$190	0.23%	72
2022 Q1	$238K	Hold	3,835	–	–	0.18%	79
2021 Q4	$227K	Buy	+3,835	New	+$214K	0.16%	83

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

Viewpoint Capital Management's KO Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $75.6K and leaving 4,609 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #82.

Viewpoint Capital Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $402K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Viewpoint Capital Management held 4,609 shares of Coca-Cola worth $350K as of Q1 2026.
Viewpoint Capital Management sold 1,000 Coca-Cola shares in Q1 2026, an estimated $75.6K.
Coca-Cola made up 0.16% of Viewpoint Capital Management's portfolio in Q1 2026, its #82 holding.
Viewpoint Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's Coca-Cola position peaked at $402K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.