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

Vista Investment Partners’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	$2.13M	Buy	26,237 +76	+0.3%	+$6K	0.54%	60
2026 Q1	$1.99M	Buy	26,161 +19	+0.1%	+$1.44K	0.53%	62
2025 Q4	$1.83M	Buy	26,142 +80	+0.3%	+$5.58K	0.48%	66
2025 Q3	$1.73M	Sell	26,062 -7,453	-22%	-$513K	0.48%	60
2025 Q2	$2.37M	Buy	33,515 +98	+0.3%	+$6.98K	0.68%	54
2025 Q1	$2.39M	Buy	33,417 +7,793	+30%	+$520K	0.73%	52
2024 Q4	$1.6M	Buy	25,624 +551	+2%	+$36K	0.5%	60
2024 Q3	$1.8M	Buy	25,073 +167	+0.7%	+$11.4K	0.58%	55
2024 Q2	$1.59M	Buy	24,906 +118	+0.5%	+$7.3K	0.53%	58
2024 Q1	$1.52M	Sell	24,788 -490	-2%	-$29.4K	0.52%	59
2023 Q4	$1.49M	Buy	+25,278	New	+$1.44M	0.55%	58

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Vista Investment Partners increased its Coca-Cola (KO) stake by 0.29% in Q2 2026, buying an estimated $6K and bringing the position to 26,237 shares worth $2.13M. The position accounts for 0.54% of the portfolio, ranked #60.

Vista Investment Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Vista Investment Partners held 26,237 shares of Coca-Cola worth $2.13M as of Q2 2026.
Vista Investment Partners bought 76 Coca-Cola shares in Q2 2026, an estimated $6K.
Coca-Cola made up 0.54% of Vista Investment Partners's portfolio in Q2 2026, its #60 holding.
Vista Investment Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Coca-Cola position peaked at $2.39M in Q1 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.