RK
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Rather & Kittrell’s Coca-Cola KO Stock Holding History

Rather & Kittrell’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 		$386K Buy
4,752
+239
+5% +$18.9K 0.05% 89
2026
Q1 		$343K Buy
4,513
+356
+9% +$26.9K 0.05% 87
2025
Q4 		$291K Buy
4,157
+309
+8% +$21.5K 0.05% 92
2025
Q3 		$255K Buy
3,848
+597
+18% +$41.1K 0.04% 86
2025
Q2 		$230K Buy
3,251
+51
+2% +$3.63K 0.05% 84
2025
Q1 		$229K Buy
+3,200
New +$214K 0.05% 81
2022
Q4 		– Sell
-3,811
Closed -$213K – 58
2022
Q3 		$213K Buy
+3,811
New +$237K 0.22% 59
2022
Q1 		– Sell
-2,209
Closed -$130K – 190
2021
Q4 		$130K Buy
+2,209
New +$123K 0.11% 75

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rather & Kittrell's KO Position: Q2 2026 in Review

Rather & Kittrell increased its Coca-Cola (KO) stake by 5.3% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,752 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #89.

Rather & Kittrell first reported a position in KO in Q4 2021 and has held it in 8 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rather & Kittrell held 4,752 shares of Coca-Cola worth $386K as of Q2 2026.
  • Rather & Kittrell bought 239 Coca-Cola shares in Q2 2026, an estimated $18.9K.
  • Coca-Cola made up 0.05% of Rather & Kittrell's portfolio in Q2 2026, its #89 holding.
  • Rather & Kittrell first reported a position in Coca-Cola in Q4 2021 and has held it in 8 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.