VWA
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Visionary Wealth Advisors’s Coca-Cola KO Stock Holding History

Visionary Wealth Advisors’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 		$7.67M Sell
100,917
-585
-0.6% -$44.2K 0.34% 81
2025
Q4 		$7.1M Buy
101,502
+633
+0.6% +$44.1K 0.32% 83
2025
Q3 		$6.69M Sell
100,869
-180
-0.2% -$12.4K 0.31% 86
2025
Q2 		$7.15M Buy
101,049
+1,492
+1% +$106K 0.37% 79
2025
Q1 		$7.13M Sell
99,557
-8,131
-8% -$543K 0.43% 71
2024
Q4 		$6.7M Buy
107,688
+6,083
+6% +$397K 0.39% 74
2024
Q3 		$7.3M Sell
101,605
-164
-0.2% -$11.2K 0.44% 71
2024
Q2 		$6.48M Sell
101,769
-194
-0.2% -$12K 0.42% 67
2024
Q1 		$6.24M Sell
101,963
-237
-0.2% -$14.2K 0.42% 70
2023
Q4 		$6.02M Sell
102,200
-629
-0.6% -$35.7K 0.44% 62
2023
Q3 		$5.76M Buy
102,829
+718
+0.7% +$43.1K 0.47% 60
2023
Q2 		$6.15M Sell
102,111
-377
-0.4% -$23.5K 0.49% 54
2023
Q1 		$6.36M Sell
102,488
-483
-0.5% -$29.2K 0.54% 50
2022
Q4 		$6.55M Sell
102,971
-2,173
-2% -$131K 0.6% 48
2022
Q3 		$5.89M Sell
105,144
-1,177
-1% -$73.2K 0.61% 39
2022
Q2 		$6.69M Sell
106,321
-377
-0.4% -$23.9K 0.6% 42
2022
Q1 		$6.62M Buy
106,698
+1,949
+2% +$119K 0.53% 44
2021
Q4 		$6.2M Buy
104,749
+6,705
+7% +$373K 0.51% 48
2021
Q3 		$5.14M Buy
98,044
+1,147
+1% +$63.9K 0.53% 48
2021
Q2 		$5.24M Sell
96,897
-1,489
-2% -$81K 0.53% 45
2021
Q1 		$5.19M Buy
98,386
+10,098
+11% +$508K 0.55% 46
2020
Q4 		$4.84M Buy
88,288
+2,203
+3% +$114K 0.54% 48
2020
Q3 		$4.25M Buy
86,085
+3,048
+4% +$147K 0.6% 44
2020
Q2 		$3.71M Buy
83,037
+4,906
+6% +$226K 0.57% 43
2020
Q1 		$3.46M Buy
78,131
+1,388
+2% +$75K 0.65% 50
2019
Q4 		$4.25M Buy
+76,743
New +$4.13M 0.76% 40

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Visionary Wealth Advisors's KO Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Coca-Cola (KO) stake by 0.58% in Q1 2026, selling an estimated $44.2K and leaving 100,917 shares worth $7.67M. The position accounts for 0.34% of the portfolio, ranked #81.

Visionary Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Visionary Wealth Advisors held 100,917 shares of Coca-Cola worth $7.67M as of Q1 2026.
  • Visionary Wealth Advisors sold 585 Coca-Cola shares in Q1 2026, an estimated $44.2K.
  • Coca-Cola made up 0.34% of Visionary Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Visionary Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.