Frank Rimerman Advisors’s Coca-Cola KO Stock Holding History

Frank Rimerman 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	$5.01M	Buy	61,701 +306	+0.5%	+$24.2K	0.28%	53
2026 Q1	$4.67M	Sell	61,395 -8	-0%	-$605	0.31%	53
2025 Q4	$4.29M	Buy	61,403 +31,294	+104%	+$2.18M	0.27%	57
2025 Q3	$2M	Sell	30,109 -15,681	-34%	-$1.08M	0.13%	124
2025 Q2	$3.24M	Buy	45,790 +18,023	+65%	+$1.28M	0.22%	74
2025 Q1	$1.99M	Buy	27,767 +2,535	+10%	+$169K	0.16%	108
2024 Q4	$1.57M	Sell	25,232 -11,014	-30%	-$719K	0.11%	127
2024 Q3	$2.6M	Buy	36,246 +519	+1%	+$35.5K	0.18%	92
2024 Q2	$2.27M	Buy	35,727 +35,540	+19,005%	+$2.2M	0.16%	108
2024 Q1	$11.4K	Hold	187	–	–	﹤0.01%	169
2023 Q4	$11K	Buy	+187	New	+$10.6K	﹤0.01%	167

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Frank Rimerman Advisors's KO Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Coca-Cola (KO) stake by 0.5% in Q2 2026, buying an estimated $24.2K and bringing the position to 61,701 shares worth $5.01M. The position accounts for 0.28% of the portfolio, ranked #53.

Frank Rimerman Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Frank Rimerman Advisors held 61,701 shares of Coca-Cola worth $5.01M as of Q2 2026.
Frank Rimerman Advisors bought 306 Coca-Cola shares in Q2 2026, an estimated $24.2K.
Coca-Cola made up 0.28% of Frank Rimerman Advisors's portfolio in Q2 2026, its #53 holding.
Frank Rimerman Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.