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

B. Riley Wealth Management’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
2022
Q2 		$4.37K Buy
69,518
+25,151
+57% +$1.59M 0.01% 151
2022
Q1 		$2.75M Buy
44,367
+1,601
+4% +$97.4K 0.21% 106
2021
Q4 		$2.53M Buy
42,766
+2,400
+6% +$134K 0.18% 119
2021
Q3 		$2.12M Buy
40,366
+15,023
+59% +$837K 0.16% 129
2021
Q2 		$1.37M Sell
25,343
-4,347
-15% -$237K 0.15% 141
2021
Q1 		$1.56M Sell
29,690
-2,542
-8% -$128K 0.18% 114
2020
Q4 		$1.77M Buy
32,232
+1,015
+3% +$52.5K 0.23% 98
2020
Q3 		$1.54M Sell
31,217
-38,072
-55% -$1.83M 0.18% 111
2020
Q2 		$3.1M Sell
69,289
-59,267
-46% -$2.73M 0.34% 72
2020
Q1 		$5.69M Buy
128,556
+90,976
+242% +$4.91M 0.6% 41
2019
Q4 		$2.08M Buy
37,580
+16,245
+76% +$873K 0.31% 74
2019
Q3 		$1.16M Buy
21,335
+909
+4% +$48.7K 0.2% 115
2019
Q2 		$1.04K Buy
20,426
+134
+0.7% +$6.57K 0.16% 130
2019
Q1 		$951K Buy
20,292
+659
+3% +$30.8K 0.16% 141
2018
Q4 		$930K Buy
19,633
+5,292
+37% +$253K 0.2% 120
2018
Q3 		$662K Buy
+14,341
New +$655K 0.16% 124
2016
Q1 		$298K Sell
6,441
-1,545
-19% -$67.2K 0.45% 81
2015
Q4 		$343K Sell
7,986
-455
-5% -$19.3K 0.44% 82
2015
Q3 		$338K Sell
8,441
-157
-2% -$6.29K 0.48% 75
2015
Q2 		$337K Sell
8,598
-163
-2% -$6.63K 0.27% 105
2015
Q1 		$355K Hold
8,761
– – 0.27% 109
2014
Q4 		$369K Sell
8,761
-1,891
-18% -$80.8K 0.3% 85
2014
Q3 		$454K Sell
10,652
-2,597
-20% -$107K 0.34% 67
2014
Q2 		$561K Buy
13,249
+1,507
+13% +$61.1K 0.36% 60
2014
Q1 		$454K Buy
+11,742
New +$454K 0.34% 70

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Management's KO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Coca-Cola (KO) stake by 57% in Q2 2022, buying an estimated $1.59M and bringing the position to 69,518 shares worth $4.37K. The position accounts for 0.01% of the portfolio, ranked #151.

B. Riley Wealth Management first reported a position in KO in Q1 2014 and has held it in 25 quarters since. The position peaked at $5.69M in Q1 2020. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

  • B. Riley Wealth Management held 69,518 shares of Coca-Cola worth $4.37K as of Q2 2022.
  • B. Riley Wealth Management bought 25,151 Coca-Cola shares in Q2 2022, an estimated $1.59M.
  • Coca-Cola made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #151 holding.
  • B. Riley Wealth Management first reported a position in Coca-Cola in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Coca-Cola position peaked at $5.69M in Q1 2020.
  • 2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.