VSM Wealth Advisory’s Coca-Cola KO Stock Holding History

VSM Wealth Advisory’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	$439K	Hold	5,404	–	–	0.12%	71
2026 Q1	$411K	Hold	5,404	–	–	0.12%	67
2025 Q4	$378K	Sell	5,404 -1	-0%	-$70	0.11%	70
2025 Q3	$358K	Hold	5,405	–	–	0.11%	66
2025 Q2	$382K	Buy	5,405 +1	+0%	+$71	0.13%	69
2025 Q1	$387K	Hold	5,404	–	–	0.14%	60
2024 Q4	$336K	Buy	+5,404	New	+$353K	0.12%	66

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

VSM Wealth Advisory's KO Position: Q2 2026 in Review

VSM Wealth Advisory held its Coca-Cola (KO) position steady in Q2 2026 at 5,404 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #71.

VSM Wealth Advisory first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

VSM Wealth Advisory held 5,404 shares of Coca-Cola worth $439K as of Q2 2026.
VSM Wealth Advisory left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.12% of VSM Wealth Advisory's portfolio in Q2 2026, its #71 holding.
VSM Wealth Advisory first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.