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Vista Investment Partners II’s Coca-Cola KO Stock Holding History

Vista Investment Partners II’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 		$329K Sell
4,042
-1,246
-24% -$98.4K 0.13% 123
2026
Q1 		$402K Buy
5,288
+132
+3% +$9.98K 0.18% 104
2025
Q4 		$360K Buy
5,156
+14
+0.3% +$976 0.16% 108
2025
Q3 		$341K Sell
5,142
-16
-0.3% -$1.1K 0.16% 104
2025
Q2 		$365K Buy
5,158
+806
+19% +$57.4K 0.18% 99
2025
Q1 		$312K Buy
+4,352
New +$291K 0.17% 100

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vista Investment Partners II's KO Position: Q2 2026 in Review

Vista Investment Partners II reduced its Coca-Cola (KO) stake by 24% in Q2 2026, selling an estimated $98.4K and leaving 4,042 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #123.

Vista Investment Partners II first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $402K in Q1 2026. 2,056 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Vista Investment Partners II held 4,042 shares of Coca-Cola worth $329K as of Q2 2026.
  • Vista Investment Partners II sold 1,246 Coca-Cola shares in Q2 2026, an estimated $98.4K.
  • Coca-Cola made up 0.13% of Vista Investment Partners II's portfolio in Q2 2026, its #123 holding.
  • Vista Investment Partners II first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • Vista Investment Partners II's Coca-Cola position peaked at $402K in Q1 2026.
  • 2,056 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.