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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
Q2 		$215K Sell
2,642
-1,967
-43% -$155K 0.11% 88
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
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

Viewpoint Capital Management's KO Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Coca-Cola (KO) stake by 43% in Q2 2026, selling an estimated $155K and leaving 2,642 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #88.

Viewpoint Capital Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $402K in Q3 2024. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Viewpoint Capital Management held 2,642 shares of Coca-Cola worth $215K as of Q2 2026.
  • Viewpoint Capital Management sold 1,967 Coca-Cola shares in Q2 2026, an estimated $155K.
  • Coca-Cola made up 0.11% of Viewpoint Capital Management's portfolio in Q2 2026, its #88 holding.
  • Viewpoint Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's Coca-Cola position peaked at $402K in Q3 2024.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.