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B. Riley Wealth Advisors’s Coca-Cola KO Stock Holding History

B. Riley Wealth Advisors’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 		$2.65M Buy
32,058
+892
+3% +$70.4K 0.14% 148
2026
Q1 		$2.38M Sell
31,166
-6,220
-17% -$470K 0.15% 140
2025
Q4 		$2.61M Sell
37,386
-1,057
-3% -$73.7K 0.12% 170
2025
Q3 		$2.55M Sell
38,443
-6,326
-14% -$435K 0.12% 169
2025
Q2 		$3.17M Buy
+44,769
New +$3.19M 0.15% 145
2024
Q4 		$5.37M Sell
86,178
-23,248
-21% -$1.52M 0.18% 128
2024
Q3 		$7.86M Sell
109,426
-24,777
-18% -$1.7M 0.22% 101
2024
Q2 		$8.61M Sell
134,203
-20,334
-13% -$1.26M 0.22% 93
2024
Q1 		$8.72M Buy
154,537
+11,992
+8% +$720K 0.24% 84
2023
Q4 		$8.4M Sell
142,545
-11,992
-8% -$681K 0.23% 97
2023
Q3 		$8.72M Sell
154,537
-326,475
-68% -$19.6M 0.24% 84
2023
Q2 		$29M Buy
481,012
+327,676
+214% +$20.4M 0.65% 20
2023
Q1 		$9.58M Buy
153,336
+2,790
+2% +$169K 0.26% 81
2022
Q4 		$9.54M Buy
150,546
+8,263
+6% +$499K 0.27% 80
2022
Q3 		$7.97M Buy
142,283
+53,719
+61% +$3.34M 0.24% 90
2022
Q2 		$5.57M Sell
88,564
-7,455
-8% -$473K 0.23% 95
2022
Q1 		$5.95M Sell
96,019
-10,316
-10% -$627K 0.19% 113
2021
Q4 		$6.3M Sell
106,335
-1,187
-1% -$66.1K 0.18% 117
2021
Q3 		$5.65M Buy
107,522
+2,377
+2% +$133K 0.18% 122
2021
Q2 		$5.69M Buy
105,145
+2,677
+3% +$146K 0.18% 126
2021
Q1 		$5.41M Buy
102,468
+18,684
+22% +$940K 0.19% 128
2020
Q4 		$4.6M Sell
83,784
-19,373
-19% -$1M 0.25% 93
2020
Q3 		$5.01M Buy
103,157
+8,208
+9% +$395K 0.27% 89
2020
Q2 		$4.24M Sell
94,949
-1,982
-2% -$91.3K 0.28% 88
2020
Q1 		$4.29M Buy
96,931
+4,583
+5% +$248K 0.37% 63
2019
Q4 		$5.11M Buy
92,348
+18,058
+24% +$971K 0.43% 49
2019
Q3 		$4.05M Buy
74,290
+14,475
+24% +$775K 0.4% 50
2019
Q2 		$3.05M Buy
59,815
+4,976
+9% +$244K 0.33% 61
2019
Q1 		$2.57M Buy
54,839
+444
+0.8% +$20.8K 0.32% 63
2018
Q4 		$2.58M Buy
54,395
+878
+2% +$42K 0.37% 57
2018
Q3 		$2.47M Buy
53,517
+677
+1% +$30.9K 0.29% 69
2018
Q2 		$2.32M Buy
52,840
+1,858
+4% +$80.2K 0.31% 71
2018
Q1 		$2.22M Sell
50,982
-21,780
-30% -$978K 0.31% 80
2017
Q4 		$3.34M Buy
72,762
+2,234
+3% +$103K 0.45% 52
2017
Q3 		$3.18M Buy
70,528
+962
+1% +$43.8K 0.53% 41
2017
Q2 		$3.12M Buy
69,566
+1,586
+2% +$70.1K 0.57% 38
2017
Q1 		$2.89M Buy
67,980
+1,397
+2% +$58.3K 0.58% 43
2016
Q4 		$2.76M Sell
66,583
-8,612
-11% -$358K 0.56% 43
2016
Q3 		$2.37M Buy
75,195
+1,381
+2% +$60.5K 0.46% 48
2016
Q2 		$2.45M Buy
73,814
+1,767
+2% +$79.8K 0.49% 43
2016
Q1 		$2.41M Buy
72,047
+179
+0.2% +$7.79K 0.56% 43
2015
Q4 		$3.09M Buy
71,868
+19,509
+37% +$828K 0.63% 31
2015
Q3 		$2.1M Buy
52,359
+468
+0.9% +$18.7K 0.51% 39
2015
Q2 		$2.04M Sell
51,891
-2,312
-4% -$94K 0.51% 41
2015
Q1 		$2.2M Buy
54,203
+17,213
+47% +$720K 0.54% 35
2014
Q4 		$22.1K Buy
36,990
+5,154
+16% +$220K 0.47% 26
2014
Q3 		$1.37M Sell
31,836
-48,538
-60% -$2.01M 0.36% 61
2014
Q2 		$1.95M Buy
80,374
+44,701
+125% +$1.81M 0.46% 36
2014
Q1 		$1.38M Sell
35,673
-4,101
-10% -$158K 0.42% 44
2013
Q4 		$1.64M Sell
39,774
-166
-0.4% -$6.55K 0.52% 36
2013
Q3 		$1.51M Buy
39,940
+1,433
+4% +$56.6K 0.52% 33
2013
Q2 		$1.54M Buy
+38,507
New +$1.59M 0.52% 33

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

B. Riley Wealth Advisors's KO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $70.4K and bringing the position to 32,058 shares worth $2.65M. The position accounts for 0.14% of the portfolio, ranked #148.

B. Riley Wealth Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $29M in Q2 2023. 1,333 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • B. Riley Wealth Advisors held 32,058 shares of Coca-Cola worth $2.65M as of Q2 2026.
  • B. Riley Wealth Advisors bought 892 Coca-Cola shares in Q2 2026, an estimated $70.4K.
  • Coca-Cola made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • B. Riley Wealth Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Coca-Cola position peaked at $29M in Q2 2023.
  • 1,333 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.