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Rakuten Securities’s Coca-Cola KO Stock Holding History

Rakuten Securities’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 		$107K Sell
1,412
-473
-25% -$35.8K 0.04% 176
2025
Q4 		$132K Sell
1,885
-6,401
-77% -$446K 0.04% 153
2025
Q3 		$550K Buy
8,286
+6,026
+267% +$415K 0.2% 66
2025
Q2 		$160K Sell
2,260
-418
-16% -$29.8K 0.06% 137
2025
Q1 		$192K Sell
2,678
-1,838
-41% -$123K 0.1% 117
2024
Q4 		$281K Buy
4,516
+2,292
+103% +$150K 0.11% 86
2024
Q3 		$160K Buy
2,224
+448
+25% +$30.7K 0.07% 100
2024
Q2 		$113K Sell
1,776
-1,389
-44% -$86K 0.05% 119
2024
Q1 		$194K Sell
3,165
-2,619
-45% -$157K 0.08% 91
2023
Q4 		$341K Buy
+5,784
New +$329K 0.27% 64

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 Securities's KO Position: Q1 2026 in Review

Rakuten Securities reduced its Coca-Cola (KO) stake by 25% in Q1 2026, selling an estimated $35.8K and leaving 1,412 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #176.

Rakuten Securities first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $550K in Q3 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rakuten Securities held 1,412 shares of Coca-Cola worth $107K as of Q1 2026.
  • Rakuten Securities sold 473 Coca-Cola shares in Q1 2026, an estimated $35.8K.
  • Coca-Cola made up 0.04% of Rakuten Securities's portfolio in Q1 2026, its #176 holding.
  • Rakuten Securities first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Rakuten Securities's Coca-Cola position peaked at $550K in Q3 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.