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 Q3	$354K	Buy	4,114 +1,472	+56%	+$128K	0.17%	79
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Viewpoint Capital Management's KO Position: Q3 2026 in Review

Viewpoint Capital Management increased its Coca-Cola (KO) stake by 56% in Q3 2026, buying an estimated $128K and bringing the position to 4,114 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #79.

Viewpoint Capital Management first reported a position in KO in Q4 2021 and has held it in 20 quarters since. The position peaked at $402K in Q3 2024. 2,384 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Viewpoint Capital Management held 4,114 shares of Coca-Cola worth $354K as of Q3 2026.
Viewpoint Capital Management bought 1,472 Coca-Cola shares in Q3 2026, an estimated $128K.
Coca-Cola made up 0.17% of Viewpoint Capital Management's portfolio in Q3 2026, its #79 holding.
Viewpoint Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 20 quarters since.
Viewpoint Capital Management's Coca-Cola position peaked at $402K in Q3 2024.
2,384 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.