Redwood Financial Network’s Coca-Cola KO Stock Holding History

Redwood Financial Network’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	$247K	Hold	3,243	–	–	0.16%	146
2025 Q4	$227K	Sell	3,243 -327	-9%	-$22.8K	0.14%	157
2025 Q3	$237K	Buy	3,570 +1	+0%	+$69	0.15%	152
2025 Q2	$253K	Buy	3,569 +1	+0%	+$71	0.17%	141
2025 Q1	$256K	Sell	3,568 -207	-5%	-$13.8K	0.19%	130
2024 Q4	$235K	Sell	3,775 -423	-10%	-$27.6K	0.18%	136
2024 Q3	$302K	Sell	4,198 -896	-18%	-$61.4K	0.24%	113
2024 Q2	$324K	Sell	5,094 -311	-6%	-$19.3K	0.27%	106
2024 Q1	$331K	Sell	5,405 -46	-0.8%	-$2.76K	0.29%	107
2023 Q4	$321K	Sell	5,451 -254	-4%	-$14.4K	0.31%	103
2023 Q3	$319K	Sell	5,705 -1,658	-23%	-$99.4K	0.34%	92
2023 Q2	$443K	Sell	7,363 -4	-0.1%	-$249	0.42%	82
2023 Q1	$457K	Sell	7,367 -226	-3%	-$13.7K	0.46%	73
2022 Q4	$483K	Buy	7,593 +36	+0.5%	+$2.17K	0.55%	62
2022 Q3	$423K	Buy	7,557 +17	+0.2%	+$1.06K	0.48%	70
2022 Q2	$474K	Buy	7,540 +112	+2%	+$7.1K	0.52%	68
2022 Q1	$461K	Buy	+7,428	New	+$452K	0.43%	76

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redwood Financial Network's KO Position: Q1 2026 in Review

Redwood Financial Network held its Coca-Cola (KO) position steady in Q1 2026 at 3,243 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #146.

Redwood Financial Network first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $483K in Q4 2022. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Redwood Financial Network held 3,243 shares of Coca-Cola worth $247K as of Q1 2026.
Redwood Financial Network left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.16% of Redwood Financial Network's portfolio in Q1 2026, its #146 holding.
Redwood Financial Network first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's Coca-Cola position peaked at $483K in Q4 2022.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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