Virtus Investment Advisers’s Coca-Cola KO Stock Holding History

Virtus Investment Advisers’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	$1.96M	Buy	+25,802	New	+$1.95M	0.54%	33
2024 Q4	–	Sell	-1,123	Closed	-$80.7K	–	387
2024 Q3	$80.7K	Hold	1,123	–	–	0.06%	261
2024 Q2	$71.5K	Sell	1,123 -583	-34%	-$36.1K	0.06%	253
2024 Q1	$104K	Sell	1,706 -182	-10%	-$10.9K	0.07%	244
2023 Q4	$111K	Hold	1,888	–	–	0.08%	235
2023 Q3	$106K	Sell	1,888 -220	-10%	-$13.2K	0.07%	219
2023 Q2	$127K	Hold	2,108	–	–	0.09%	226
2023 Q1	$131K	Hold	2,108	–	–	0.09%	231
2022 Q4	$134K	Hold	2,108	–	–	0.09%	246
2022 Q3	$118K	Buy	+2,108	New	+$131K	0.05%	270
2018 Q1	–	Sell	-27,479	Closed	-$1.26M	–	250
2017 Q4	$1.26M	Sell	27,479 -1,529	-5%	-$70.3K	0.14%	185
2017 Q3	$1.31M	Sell	29,008 -1,312	-4%	-$59.7K	0.14%	191
2017 Q2	$1.36M	Sell	30,320 -2,752	-8%	-$122K	0.13%	191
2017 Q1	$1.4M	Buy	+33,072	New	+$1.38M	0.12%	200
2016 Q4	–	Sell	-338,869	Closed	-$14.3M	–	506
2016 Q3	$14.3M	Buy	+338,869	New	+$14.8M	0.92%	22

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

Virtus Investment Advisers's KO Position: Q1 2026 in Review

Virtus Investment Advisers opened a new position in Coca-Cola (KO) in Q1 2026: 25,802 shares worth $1.96M. The stake represents 0.54% of the portfolio and ranks #33 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in KO as recently as Q3 2024.

Virtus Investment Advisers first reported a position in KO in Q3 2016 and has held it in 15 quarters since. The position peaked at $14.3M in Q3 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Virtus Investment Advisers held 25,802 shares of Coca-Cola worth $1.96M as of Q1 2026.
Coca-Cola was a new Virtus Investment Advisers position in Q1 2026.
Coca-Cola made up 0.54% of Virtus Investment Advisers's portfolio in Q1 2026, its #33 holding.
Virtus Investment Advisers first reported a position in Coca-Cola in Q3 2016 and has held it in 15 quarters since.
Virtus Investment Advisers's Coca-Cola position peaked at $14.3M in Q3 2016.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.