Vise Technologies’s Coca-Cola KO Stock Holding History

Vise Technologies’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	$15.3M	Buy	188,098 +72,856	+63%	+$5.75M	0.17%	108
2026 Q1	$8.06M	Hold	115,242	–	–	0.16%	110
2025 Q4	$8.06M	Buy	115,242 +32,181	+39%	+$2.24M	0.16%	110
2025 Q3	$5.51M	Sell	83,061 -26,173	-24%	-$1.8M	0.21%	97
2025 Q2	$7.73M	Buy	+109,234	New	+$7.78M	0.32%	61
2024 Q4	$3.71M	Buy	59,656 +17,099	+40%	+$1.12M	0.31%	62
2024 Q3	$3.06M	Buy	42,557 +14,865	+54%	+$1.02M	0.39%	56
2024 Q2	$1.76M	Buy	27,692 +6,280	+29%	+$389K	0.31%	72
2024 Q1	$1.31M	Buy	21,412 +2,983	+16%	+$179K	0.26%	85
2023 Q4	$1.09M	Buy	18,429 +805	+5%	+$45.7K	0.23%	104
2023 Q3	$987K	Buy	17,624 +478	+3%	+$28.7K	0.24%	100
2023 Q2	$1.03M	Buy	17,146 +387	+2%	+$24.1K	0.25%	95
2023 Q1	$1.04M	Buy	16,759 +2,642	+19%	+$160K	0.27%	82
2022 Q4	$898K	Buy	14,117 +2,270	+19%	+$137K	0.28%	84
2022 Q3	$664K	Buy	11,847 +2,859	+32%	+$178K	0.25%	92
2022 Q2	$565K	Buy	8,988 +4,504	+100%	+$286K	0.22%	111
2022 Q1	$278K	Buy	+4,484	New	+$273K	0.1%	179

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vise Technologies's KO Position: Q2 2026 in Review

Vise Technologies increased its Coca-Cola (KO) stake by 63% in Q2 2026, buying an estimated $5.75M and bringing the position to 188,098 shares worth $15.3M. The position accounts for 0.17% of the portfolio, ranked #108.

Vise Technologies first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Vise Technologies held 188,098 shares of Coca-Cola worth $15.3M as of Q2 2026.
Vise Technologies bought 72,856 Coca-Cola shares in Q2 2026, an estimated $5.75M.
Coca-Cola made up 0.17% of Vise Technologies's portfolio in Q2 2026, its #108 holding.
Vise Technologies first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.