Vigilare Wealth Management’s Coca-Cola KO Stock Holding History

Vigilare Wealth 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	$578K	Hold	7,112	–	–	0.18%	69
2026 Q1	$541K	Buy	+7,112	New	+$538K	0.18%	62
2025 Q3	–	Sell	-3,105	Closed	-$220K	–	126
2025 Q2	$220K	Sell	3,105 -129	-4%	-$9.19K	0.08%	113
2025 Q1	$232K	Hold	3,234	–	–	0.09%	90
2024 Q4	$201K	Buy	3,234 +4	+0.1%	+$261	0.08%	89
2024 Q3	$232K	Buy	3,230 +1	+0%	+$68	0.09%	82
2024 Q2	$206K	Buy	+3,229	New	+$200K	0.09%	87
2024 Q1	–	Sell	-4,657	Closed	-$274K	–	103
2023 Q4	$274K	Buy	4,657 +15	+0.3%	+$852	0.14%	81
2023 Q3	$260K	Sell	4,642 -2,493	-35%	-$150K	0.17%	68
2023 Q2	$430K	Sell	7,135 -564	-7%	-$35.1K	0.25%	47
2023 Q1	$478K	Sell	7,699 -1,200	-13%	-$72.7K	0.27%	51
2022 Q4	$566K	Sell	8,899 -987	-10%	-$59.6K	0.33%	41
2022 Q3	$554K	Sell	9,886 -144	-1%	-$8.95K	0.72%	38
2022 Q2	$631K	Sell	10,030 -193	-2%	-$12.2K	0.68%	37
2022 Q1	$634K	Sell	10,223 -1,910	-16%	-$116K	0.52%	52
2021 Q4	$718K	Buy	+12,133	New	+$676K	0.42%	59
2020 Q2	–	Sell	-16,354	Closed	-$724K	–	137
2020 Q1	$724K	Buy	+16,354	New	+$883K	0.87%	32

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Vigilare Wealth Management's KO Position: Q2 2026 in Review

Vigilare Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 7,112 shares worth $578K. The position accounts for 0.18% of the portfolio, ranked #69.

Vigilare Wealth Management first reported a position in KO in Q1 2020 and has held it in 17 quarters since. The position peaked at $724K in Q1 2020. 766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Vigilare Wealth Management held 7,112 shares of Coca-Cola worth $578K as of Q2 2026.
Vigilare Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.18% of Vigilare Wealth Management's portfolio in Q2 2026, its #69 holding.
Vigilare Wealth Management first reported a position in Coca-Cola in Q1 2020 and has held it in 17 quarters since.
Vigilare Wealth Management's Coca-Cola position peaked at $724K in Q1 2020.
766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.