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Rakuten Investment Management’s Coca-Cola KO Stock Holding History

Rakuten Investment 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
2026
Q1 		$44.6M Buy
585,299
+66,818
+13% +$5.05M 0.09% 39
2025
Q4 		$36.4M Buy
518,481
+506,882
+4,370% +$35.3M 0.12% 49
2025
Q3 		$2.54M Buy
+11,599
New +$798K 0.01% 375
2025
Q1 		$25.3M Buy
+359,973
New +$24M 0.12% 39
2024
Q3 		$16.1M Buy
223,697
+55,609
+33% +$3.81M 0.09% 37
2024
Q2 		$10.7M Buy
168,088
+61,586
+58% +$3.81M 0.07% 42
2024
Q1 		$6.52M Buy
106,502
+96,724
+989% +$5.81M 0.05% 46
2023
Q4 		$574K Buy
+9,778
New +$555K 0.01% 49

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rakuten Investment Management's KO Position: Q1 2026 in Review

Rakuten Investment Management increased its Coca-Cola (KO) stake by 13% in Q1 2026, buying an estimated $5.05M and bringing the position to 585,299 shares worth $44.6M. The position accounts for 0.09% of the portfolio, ranked #39.

Rakuten Investment Management first reported a position in KO in Q4 2023 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rakuten Investment Management held 585,299 shares of Coca-Cola worth $44.6M as of Q1 2026.
  • Rakuten Investment Management bought 66,818 Coca-Cola shares in Q1 2026, an estimated $5.05M.
  • Coca-Cola made up 0.09% of Rakuten Investment Management's portfolio in Q1 2026, its #39 holding.
  • Rakuten Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.