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
Q2 		$1.02B Sell
12,592,264
-190,111
-1% -$15M 0.28% 61
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 $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

Raymond James Financial's KO Position: Q2 2026 in Review

Raymond James Financial reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $15M and leaving 12,592,264 shares worth $1.02B. The position accounts for 0.28% of the portfolio, ranked #61.

Raymond James Financial first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Raymond James Financial held 12,592,264 shares of Coca-Cola worth $1.02B as of Q2 2026.
  • Raymond James Financial sold 190,111 Coca-Cola shares in Q2 2026, an estimated $15M.
  • Coca-Cola made up 0.28% of Raymond James Financial's portfolio in Q2 2026, its #61 holding.
  • Raymond James Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.