Vision Financial Markets’s Coca-Cola KO Stock Holding History

Vision Financial Markets’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	$359K	Sell	4,421 -99	-2%	-$7.82K	0.31%	51
2026 Q1	$344K	Sell	4,520 -30	-0.7%	-$2.27K	0.34%	46
2025 Q4	$318K	Sell	4,550 -132	-3%	-$9.2K	0.32%	44
2025 Q3	$311K	Sell	4,682 -124	-3%	-$8.54K	0.27%	54
2025 Q2	$340K	Buy	4,806 +1	+0%	+$71	0.32%	50
2025 Q1	$344K	Sell	4,805 -345	-7%	-$23K	0.37%	45
2024 Q4	$321K	Buy	+5,150	New	+$336K	0.34%	44

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Vision Financial Markets's KO Position: Q2 2026 in Review

Vision Financial Markets reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $7.82K and leaving 4,421 shares worth $359K. The position accounts for 0.31% of the portfolio, ranked #51.

Vision Financial Markets first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,525 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Vision Financial Markets held 4,421 shares of Coca-Cola worth $359K as of Q2 2026.
Vision Financial Markets sold 99 Coca-Cola shares in Q2 2026, an estimated $7.82K.
Coca-Cola made up 0.31% of Vision Financial Markets's portfolio in Q2 2026, its #51 holding.
Vision Financial Markets first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,525 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.