VisionPoint Advisory Group’s Coca-Cola KO Stock Holding History

VisionPoint Advisory Group’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	$1.03M	Buy	12,659 +1,032	+9%	+$81.5K	0.17%	138
2026 Q1	$884K	Sell	11,627 -449	-4%	-$33.9K	0.17%	142
2025 Q4	$844K	Buy	12,076 +3,825	+46%	+$267K	0.16%	138
2025 Q3	$547K	Sell	8,251 -1,218	-13%	-$83.8K	0.11%	193
2025 Q2	$670K	Buy	9,469 +4,813	+103%	+$343K	0.15%	155
2025 Q1	$333K	Buy	4,656 +3,090	+197%	+$206K	0.11%	158
2024 Q4	$96.8K	Hold	1,566	–	–	0.03%	233
2024 Q3	$113K	Hold	1,566	–	–	0.04%	215
2024 Q2	$99.7K	Sell	1,566 -1	-0.1%	-$62	0.04%	219
2024 Q1	$95.9K	Sell	1,567 -75	-5%	-$4.5K	0.03%	210
2023 Q4	$96.8K	Sell	1,642 -1,023	-38%	-$58.1K	0.04%	191
2023 Q3	$149K	Buy	2,665 +1,099	+70%	+$65.9K	0.06%	159
2023 Q2	$94.3K	Buy	+1,566	New	+$97.4K	0.04%	179
2021 Q1	–	Sell	-9,491	Closed	-$520K	–	137
2020 Q4	$520K	Sell	9,491 -40,855	-81%	-$2.11M	0.26%	79
2020 Q3	$2.49M	Sell	50,346 -14,248	-22%	-$685K	1.07%	17
2020 Q2	$3.13M	Sell	64,594 -2,919	-4%	-$134K	1.27%	16
2020 Q1	$2.99M	Buy	67,513 +60,292	+835%	+$3.26M	1.4%	13
2019 Q4	$400K	Sell	7,221 -44,174	-86%	-$2.37M	0.17%	76
2019 Q3	$2.8M	Buy	51,395 +134	+0.3%	+$7.17K	0.77%	19
2019 Q2	$2.61M	Sell	51,261 -5,334	-9%	-$261K	0.75%	19
2019 Q1	$2.65M	Sell	56,595 -81,740	-59%	-$3.82M	0.75%	23
2018 Q4	$6.55M	Buy	+138,335	New	+$6.62M	2.12%	7

Other funds holding KO

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's KO Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Coca-Cola (KO) stake by 8.9% in Q2 2026, buying an estimated $81.5K and bringing the position to 12,659 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #138.

VisionPoint Advisory Group first reported a position in KO in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.55M in Q4 2018. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

VisionPoint Advisory Group held 12,659 shares of Coca-Cola worth $1.03M as of Q2 2026.
VisionPoint Advisory Group bought 1,032 Coca-Cola shares in Q2 2026, an estimated $81.5K.
Coca-Cola made up 0.17% of VisionPoint Advisory Group's portfolio in Q2 2026, its #138 holding.
VisionPoint Advisory Group first reported a position in Coca-Cola in Q4 2018 and has held it in 22 quarters since.
VisionPoint Advisory Group's Coca-Cola position peaked at $6.55M in Q4 2018.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.