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Red Door Wealth Management’s Coca-Cola KO Stock Holding History

Red Door Wealth 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 		$1.15M Buy
14,184
+528
+4% +$41.7K 0.11% 108
2026
Q1 		$1.04M Buy
13,656
+169
+1% +$12.8K 0.11% 106
2025
Q4 		$943K Buy
13,487
+410
+3% +$28.6K 0.1% 105
2025
Q3 		$867K Buy
13,077
+163
+1% +$11.2K 0.09% 109
2025
Q2 		$914K Buy
12,914
+1,172
+10% +$83.5K 0.11% 108
2025
Q1 		$841K Sell
11,742
-508
-4% -$33.9K 0.12% 98
2024
Q4 		$763K Buy
12,250
+1,589
+15% +$104K 0.12% 109
2024
Q3 		$766K Buy
10,661
+1,780
+20% +$122K 0.13% 98
2024
Q2 		$565K Sell
8,881
-56
-0.6% -$3.47K 0.1% 108
2024
Q1 		$547K Sell
8,937
-623
-7% -$37.4K 0.11% 108
2023
Q4 		$563K Sell
9,560
-32
-0.3% -$1.82K 0.12% 106
2023
Q3 		$537K Buy
9,592
+59
+0.6% +$3.54K 0.13% 101
2023
Q2 		$574K Buy
9,533
+614
+7% +$38.2K 0.13% 123
2023
Q1 		$553K Buy
8,919
+137
+2% +$8.29K 0.17% 89
2022
Q4 		$559K Buy
8,782
+81
+0.9% +$4.89K 0.18% 88
2022
Q3 		$487K Buy
8,701
+546
+7% +$33.9K 0.18% 86
2022
Q2 		$513K Buy
8,155
+1,223
+18% +$77.5K 0.19% 85
2022
Q1 		$429K Sell
6,932
-25
-0.4% -$1.52K 0.14% 93
2021
Q4 		$411K Buy
6,957
+131
+2% +$7.29K 0.13% 111
2021
Q3 		$358K Buy
6,826
+1,235
+22% +$68.8K 0.14% 112
2021
Q2 		$302K Buy
5,591
+1,114
+25% +$60.6K 0.12% 118
2021
Q1 		$236K Sell
4,477
-657
-13% -$33.1K 0.12% 108
2020
Q4 		$282K Sell
5,134
-409
-7% -$21.1K 0.17% 88
2020
Q3 		$273K Sell
5,543
-57
-1% -$2.74K 0.2% 86
2020
Q2 		$250K Buy
5,600
+62
+1% +$2.86K 0.18% 85
2020
Q1 		$245K Sell
5,538
-1,298
-19% -$70.1K 0.23% 75
2019
Q4 		$382K Buy
+6,836
New +$368K 0.34% 66

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

Red Door Wealth Management's KO Position: Q2 2026 in Review

Red Door Wealth Management increased its Coca-Cola (KO) stake by 3.9% in Q2 2026, buying an estimated $41.7K and bringing the position to 14,184 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #108.

Red Door Wealth Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Red Door Wealth Management held 14,184 shares of Coca-Cola worth $1.15M as of Q2 2026.
  • Red Door Wealth Management bought 528 Coca-Cola shares in Q2 2026, an estimated $41.7K.
  • Coca-Cola made up 0.11% of Red Door Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Red Door Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.