Vista Cima Wealth Management’s Coca-Cola KO Stock Holding History

Vista Cima Wealth 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
2025 Q4	–	Sell	-9,509	Closed	-$631K	–	63
2025 Q3	$631K	Buy	+9,509	New	+$654K	0.53%	41

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Vista Cima Wealth Management's KO Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 9,509 shares — an estimated $631K sold.

Vista Cima Wealth Management first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $631K in Q3 2025. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Vista Cima Wealth Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Vista Cima Wealth Management sold 9,509 Coca-Cola shares in Q4 2025, an estimated $631K.
Vista Cima Wealth Management first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
Vista Cima Wealth Management's Coca-Cola position peaked at $631K in Q3 2025.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.