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Rainier Family Wealth’s Coca-Cola KO Stock Holding History

Rainier Family Wealth’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 		$277K Buy
3,409
+292
+9% +$23.1K 0.16% 88
2026
Q1 		$237K Buy
3,117
+208
+7% +$15.7K 0.16% 86
2025
Q4 		$203K Buy
+2,909
New +$203K 0.15% 91

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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

Rainier Family Wealth's KO Position: Q2 2026 in Review

Rainier Family Wealth increased its Coca-Cola (KO) stake by 9.4% in Q2 2026, buying an estimated $23.1K and bringing the position to 3,409 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #88.

Rainier Family Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,797 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rainier Family Wealth held 3,409 shares of Coca-Cola worth $277K as of Q2 2026.
  • Rainier Family Wealth bought 292 Coca-Cola shares in Q2 2026, an estimated $23.1K.
  • Coca-Cola made up 0.16% of Rainier Family Wealth's portfolio in Q2 2026, its #88 holding.
  • Rainier Family Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.