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 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 $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

Vise Technologies's KO Position: Q1 2026 in Review

Vise Technologies held its Coca-Cola (KO) position steady in Q1 2026 at 115,242 shares worth $8.06M. The position accounts for 0.16% of the portfolio, ranked #110.

Vise Technologies first reported a position in KO in Q1 2022 and has held it in 16 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Vise Technologies held 115,242 shares of Coca-Cola worth $8.06M as of Q1 2026.
Vise Technologies left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #110 holding.
Vise Technologies first reported a position in Coca-Cola in Q1 2022 and has held it in 16 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.