Vision Capital Management’s Coca-Cola KO Stock Holding History

Vision 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 Q1	$473K	Hold	6,217	–	–	0.06%	107
2025 Q4	$435K	Hold	6,217	–	–	0.05%	111
2025 Q3	$412K	Buy	6,217 +29	+0.5%	+$2K	0.05%	111
2025 Q2	$438K	Sell	6,188 -1,003	-14%	-$71.4K	0.06%	100
2025 Q1	$515K	Hold	7,191	–	–	0.07%	92
2024 Q4	$448K	Buy	7,191 +103	+1%	+$6.72K	0.07%	95
2024 Q3	$509K	Hold	7,088	–	–	0.07%	94
2024 Q2	$451K	Hold	7,088	–	–	0.07%	95
2024 Q1	$434K	Hold	7,088	–	–	0.06%	95
2023 Q4	$418K	Buy	+7,088	New	+$403K	0.07%	97
2023 Q3	–	Sell	-5,288	Closed	-$318K	–	90
2023 Q2	$318K	Hold	5,288	–	–	0.05%	88
2023 Q1	$328K	Sell	5,288 -100	-2%	-$6.05K	0.06%	88
2022 Q4	$343K	Buy	5,388 +100	+2%	+$6.04K	0.07%	83
2022 Q3	$296K	Hold	5,288	–	–	0.06%	84
2022 Q2	$333K	Sell	5,288 -552	-9%	-$35K	0.06%	85
2022 Q1	$362K	Hold	5,840	–	–	0.06%	90
2021 Q4	$346K	Hold	5,840	–	–	0.05%	94
2021 Q3	$306K	Hold	5,840	–	–	0.05%	93
2021 Q2	$316K	Hold	5,840	–	–	0.05%	94
2021 Q1	$308K	Hold	5,840	–	–	0.05%	94
2020 Q4	$320K	Sell	5,840 -96	-2%	-$4.96K	0.06%	93
2020 Q3	$293K	Hold	5,936	–	–	0.06%	88
2020 Q2	$265K	Sell	5,936 -54	-0.9%	-$2.49K	0.06%	93
2020 Q1	$265K	Hold	5,990	–	–	0.07%	84
2019 Q4	$332K	Buy	+5,990	New	+$322K	0.08%	78

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

Vision Capital Management's KO Position: Q1 2026 in Review

Vision Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 6,217 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #107.

Vision Capital Management first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $515K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Vision Capital Management held 6,217 shares of Coca-Cola worth $473K as of Q1 2026.
Vision Capital Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.06% of Vision Capital Management's portfolio in Q1 2026, its #107 holding.
Vision Capital Management first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
Vision Capital Management's Coca-Cola position peaked at $515K in Q1 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.