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 Q3	$1.09M	Sell	12,640 -19	-0.2%	-$1.65K	0.17%	131
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	$100K	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%	+$7.18K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

VisionPoint Advisory Group's KO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Coca-Cola (KO) stake by 0.15% in Q3 2026, selling an estimated $1.65K and leaving 12,640 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #131.

VisionPoint Advisory Group first reported a position in KO in Q4 2018 and has held it in 23 quarters since. The position peaked at $6.55M in Q4 2018. 1,130 funds tracked by Wall St. Rank hold KO as of Q3 2026.

VisionPoint Advisory Group held 12,640 shares of Coca-Cola worth $1.09M as of Q3 2026.
VisionPoint Advisory Group sold 19 Coca-Cola shares in Q3 2026, an estimated $1.65K.
Coca-Cola made up 0.17% of VisionPoint Advisory Group's portfolio in Q3 2026, its #131 holding.
VisionPoint Advisory Group first reported a position in Coca-Cola in Q4 2018 and has held it in 23 quarters since.
VisionPoint Advisory Group's Coca-Cola position peaked at $6.55M in Q4 2018.
1,130 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.