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	$27.3K	Sell	330 -32,670	-99%	-$2.58M	﹤0.01%	892
2026 Q1	$25.2K	Buy	+33,000	New	+$2.49M	﹤0.01%	861
2025 Q4	–	Sell	-50,000	Closed	-$33.2K	–	1106
2025 Q3	$33.2K	Buy	50,000 +49,170	+5,924%	+$3.38M	﹤0.01%	1023
2025 Q2	$58.7K	Buy	+830	New	+$59.1K	﹤0.01%	984

Other funds holding KO

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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.