Citizens Financial Group’s Coca-Cola KO Stock Holding History

Citizens Financial Group’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 Q1	$36.7M	Sell	480,586 -1,368	-0.3%	-$103K	0.51%	41
2025 Q4	$33.7M	Buy	481,954 +7,636	+2%	+$532K	0.45%	43
2025 Q3	$31.6M	Buy	474,318 +5,102	+1%	+$351K	0.43%	44
2025 Q2	$33.4M	Buy	469,216 +108,052	+30%	+$7.7M	0.54%	38
2025 Q1	$26M	Buy	361,164 +22,634	+7%	+$1.51M	0.51%	38
2024 Q4	$21.1M	Buy	338,530 +8,452	+3%	+$552K	0.41%	54
2024 Q3	$23.8M	Buy	330,078 +7,738	+2%	+$530K	0.48%	43
2024 Q2	$20.6M	Buy	322,340 +150,050	+87%	+$9.29M	0.46%	44
2024 Q1	$10.6M	Sell	172,290 -10,142	-6%	-$609K	0.35%	60
2023 Q4	$10.8M	Buy	182,432 +72	+0%	+$4.09K	0.37%	58
2023 Q3	$10.2M	Sell	182,360 -28,205	-13%	-$1.69M	0.42%	54
2023 Q2	$12.7M	Sell	210,565 -4,143	-2%	-$258K	0.46%	47
2023 Q1	$13.3M	Buy	214,708 +16,074	+8%	+$973K	0.49%	44
2022 Q4	$12.6M	Sell	198,634 -8,981	-4%	-$542K	0.49%	44
2022 Q3	$11.6M	Buy	207,615 +1,322	+0.6%	+$82.2K	0.52%	43
2022 Q2	$13M	Sell	206,293 -2,670	-1%	-$169K	0.54%	40
2022 Q1	$13M	Sell	208,963 -2,478	-1%	-$151K	0.45%	51
2021 Q4	$12.5M	Sell	211,441 -3,161	-1%	-$176K	0.42%	56
2021 Q3	$11.3M	Buy	214,602 +135,189	+170%	+$7.54M	0.42%	63
2021 Q2	$4.31M	Buy	79,413 +11,336	+17%	+$617K	0.19%	99
2021 Q1	$3.59M	Buy	68,077 +1,747	+3%	+$87.9K	0.19%	98
2020 Q4	$3.64M	Buy	66,330 +1,632	+3%	+$84.4K	0.21%	96
2020 Q3	$3.19M	Sell	64,698 -8,490	-12%	-$408K	0.2%	95
2020 Q2	$3.28M	Sell	73,188 -5,134	-7%	-$236K	0.23%	92
2020 Q1	$3.47M	Buy	78,322 +9,555	+14%	+$516K	0.28%	84
2019 Q4	$3.81M	Buy	68,767 +2,210	+3%	+$119K	0.25%	88
2019 Q3	$3.62M	Buy	66,557 +1,929	+3%	+$103K	0.26%	87
2019 Q2	$3.29M	Sell	64,628 -2,334	-3%	-$114K	0.24%	91
2019 Q1	$3.14M	Buy	66,962 +226	+0.3%	+$10.6K	0.23%	93
2018 Q4	$3.16M	Buy	66,736 +189	+0.3%	+$9.05K	0.29%	86
2018 Q3	$3.07M	Sell	66,547 -237	-0.4%	-$10.8K	0.24%	89
2018 Q2	$2.93M	Sell	66,784 -5,732	-8%	-$248K	0.25%	89
2018 Q1	$3.15M	Sell	72,516 -9,731	-12%	-$437K	0.26%	86
2017 Q4	$3.77M	Sell	82,247 -2,845	-3%	-$131K	0.3%	80
2017 Q3	$3.83M	Sell	85,092 -2,650	-3%	-$121K	0.33%	82
2017 Q2	$3.94M	Sell	87,742 -1,635	-2%	-$72.2K	0.35%	84
2017 Q1	$3.79M	Sell	89,377 -8,395	-9%	-$350K	0.34%	82
2016 Q4	$4.05M	Buy	97,772 +1,855	+2%	+$77.2K	0.39%	78
2016 Q3	$4.06M	Sell	95,917 -6,019	-6%	-$264K	0.38%	77
2016 Q2	$4.62M	Sell	101,936 -7,996	-7%	-$361K	0.44%	76
2016 Q1	$5.1M	Sell	109,932 -4,686	-4%	-$204K	0.49%	73
2015 Q4	$5.13M	Buy	+114,618	New	+$4.86M	0.49%	73

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citizens Financial Group's KO Position: Q1 2026 in Review

Citizens Financial Group reduced its Coca-Cola (KO) stake by 0.28% in Q1 2026, selling an estimated $103K and leaving 480,586 shares worth $36.7M. The position accounts for 0.51% of the portfolio, ranked #41.

Citizens Financial Group first reported a position in KO in Q4 2015 and has held it in 42 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Citizens Financial Group held 480,586 shares of Coca-Cola worth $36.7M as of Q1 2026.
Citizens Financial Group sold 1,368 Coca-Cola shares in Q1 2026, an estimated $103K.
Coca-Cola made up 0.51% of Citizens Financial Group's portfolio in Q1 2026, its #41 holding.
Citizens Financial Group first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.