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 Q2	–	Sell	-3,243	Closed	-$247K	–	196
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Redwood Financial Network's KO Position: Q2 2026 in Review

Redwood Financial Network sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,243 shares — an estimated $247K sold.

Redwood Financial Network first reported a position in KO in Q1 2022 and held it in 17 quarters. The position peaked at $483K in Q4 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Redwood Financial Network reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Redwood Financial Network sold 3,243 Coca-Cola shares in Q2 2026, an estimated $247K.
Redwood Financial Network first reported a position in Coca-Cola in Q1 2022 and held it in 17 quarters.
Redwood Financial Network's Coca-Cola position peaked at $483K in Q4 2022.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.