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Raleigh Capital Management’s Coca-Cola KO Stock Holding History

Raleigh Capital 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
Q2 		$653K Sell
8,038
-10,202
-56% -$806K 0.21% 116
2026
Q1 		$1.39M Buy
18,240
+118
+0.7% +$8.92K 0.48% 62
2025
Q4 		$1.27M Buy
18,122
+782
+5% +$54.5K 0.46% 65
2025
Q3 		$1.15M Sell
17,340
-1,426
-8% -$98.1K 0.44% 67
2025
Q2 		$1.33M Sell
18,766
-4,571
-20% -$326K 0.56% 58
2025
Q1 		$1.67M Sell
23,337
-8,518
-27% -$569K 0.76% 41
2024
Q4 		$1.98M Buy
31,855
+3,317
+12% +$217K 0.76% 32
2024
Q3 		$2.05M Sell
28,538
-580
-2% -$39.7K 0.79% 29
2024
Q2 		$1.85M Sell
29,118
-1,368
-4% -$84.7K 0.79% 27
2024
Q1 		$1.87M Sell
30,486
-1,536
-5% -$92.3K 0.8% 36
2023
Q4 		$1.89M Buy
32,022
+4,463
+16% +$254K 0.88% 29
2023
Q3 		$1.54M Buy
27,559
+328
+1% +$19.7K 0.79% 37
2023
Q2 		$1.64M Sell
27,231
-1,424
-5% -$88.6K 0.82% 39
2023
Q1 		$1.78M Buy
28,655
+16,021
+127% +$970K 0.88% 33
2022
Q4 		$804K Buy
12,634
+223
+2% +$13.5K 0.42% 69
2022
Q3 		$695K Buy
12,411
+656
+6% +$40.8K 0.41% 74
2022
Q2 		$740K Buy
11,755
+4,306
+58% +$273K 0.42% 73
2022
Q1 		$462K Buy
7,449
+7,317
+5,543% +$445K 0.25% 109
2021
Q4 		$8K Buy
+132
New +$7.35K 0.01% 202

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
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
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Raleigh Capital Management's KO Position: Q2 2026 in Review

Raleigh Capital Management reduced its Coca-Cola (KO) stake by 56% in Q2 2026, selling an estimated $806K and leaving 8,038 shares worth $653K. The position accounts for 0.21% of the portfolio, ranked #116.

Raleigh Capital Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Raleigh Capital Management held 8,038 shares of Coca-Cola worth $653K as of Q2 2026.
  • Raleigh Capital Management sold 10,202 Coca-Cola shares in Q2 2026, an estimated $806K.
  • Coca-Cola made up 0.21% of Raleigh Capital Management's portfolio in Q2 2026, its #116 holding.
  • Raleigh Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Coca-Cola position peaked at $2.05M in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.