Raymond James Financial
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Raymond James Financial’s Coca-Cola KO Stock Holding History

Raymond James Financial’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 		$973M Buy
12,782,375
+660,758
+5% +$50M 0.3% 51
2025
Q4 		$848M Sell
12,121,617
-254,154
-2% -$17.7M 0.26% 63
2025
Q3 		$821M Buy
12,375,771
+21,374
+0.2% +$1.47M 0.26% 62
2025
Q2 		$874M Buy
12,354,397
+509,724
+4% +$36.3M 0.3% 56
2025
Q1 		$848M Buy
11,844,673
+3,810,752
+47% +$254M 0.32% 56
2024
Q4 		$500M Buy
+8,033,921
New +$524M 0.18% 99

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

Raymond James Financial's KO Position: Q1 2026 in Review

Raymond James Financial increased its Coca-Cola (KO) stake by 5.5% in Q1 2026, buying an estimated $50M and bringing the position to 12,782,375 shares worth $973M. The position accounts for 0.3% of the portfolio, ranked #51.

Raymond James Financial first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Raymond James Financial held 12,782,375 shares of Coca-Cola worth $973M as of Q1 2026.
  • Raymond James Financial bought 660,758 Coca-Cola shares in Q1 2026, an estimated $50M.
  • Coca-Cola made up 0.3% of Raymond James Financial's portfolio in Q1 2026, its #51 holding.
  • Raymond James Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.