Rehmann Capital Advisory Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.41M | Sell |
31,699
-2,352
| -7% | -$178K | 0.13% | 124 |
|
|
2025
Q4 | $2.38M | Buy |
34,051
+2,370
| +7% | +$165K | 0.12% | 124 |
|
|
2025
Q3 | $2.1M | Sell |
31,681
-3,448
| -10% | -$237K | 0.12% | 128 |
|
|
2025
Q2 | $2.49M | Buy |
35,129
+2,538
| +8% | +$181K | 0.15% | 105 |
|
|
2025
Q1 | $2.33M | Buy |
32,591
+1,397
| +4% | +$93.3K | 0.15% | 111 |
|
|
2024
Q4 | $1.94M | Buy |
31,194
+782
| +3% | +$51K | 0.12% | 130 |
|
|
2024
Q3 | $2.19M | Sell |
30,412
-774
| -2% | -$53K | 0.14% | 115 |
|
|
2024
Q2 | $1.99M | Sell |
31,186
-27
| -0.1% | -$1.67K | 0.14% | 122 |
|
|
2024
Q1 | $1.91M | Buy |
31,213
+763
| +3% | +$45.8K | 0.14% | 119 |
|
|
2023
Q4 | $1.79M | Buy |
30,450
+34
| +0.1% | +$1.93K | 0.15% | 113 |
|
|
2023
Q3 | $1.7M | Buy |
30,416
+1,716
| +6% | +$103K | 0.16% | 109 |
|
|
2023
Q2 | $1.73M | Sell |
28,700
-420
| -1% | -$26.1K | 0.16% | 109 |
|
|
2023
Q1 | $1.81M | Sell |
29,120
-537
| -2% | -$32.5K | 0.17% | 110 |
|
|
2022
Q4 | $1.89M | Sell |
29,657
-1,087
| -4% | -$65.6K | 0.19% | 100 |
|
|
2022
Q3 | $1.72M | Buy |
30,744
+3,107
| +11% | +$193K | 0.19% | 103 |
|
|
2022
Q2 | $1.74M | Buy |
27,637
+835
| +3% | +$52.9K | 0.19% | 104 |
|
|
2022
Q1 | $1.66M | Buy |
26,802
+620
| +2% | +$37.7K | 0.16% | 117 |
|
|
2021
Q4 | $1.55M | Buy |
26,182
+321
| +1% | +$17.9K | 0.14% | 129 |
|
|
2021
Q3 | $1.36M | Buy |
25,861
+90
| +0.3% | +$5.02K | 0.13% | 138 |
|
|
2021
Q2 | $1.39M | Buy |
25,771
+647
| +3% | +$35.2K | 0.13% | 127 |
|
|
2021
Q1 | $1.32M | Sell |
25,124
-317
| -1% | -$16K | 0.13% | 126 |
|
|
2020
Q4 | $1.4M | Buy |
25,441
+778
| +3% | +$40.2K | 0.16% | 109 |
|
|
2020
Q3 | $1.22M | Sell |
24,663
-306
| -1% | -$14.7K | 0.15% | 119 |
|
|
2020
Q2 | $1.12M | Buy |
24,969
+2,921
| +13% | +$135K | 0.15% | 123 |
|
|
2020
Q1 | $976K | Buy |
+22,048
| New | +$1.19M | 0.16% | 111 |
|
|
2019
Q3 | $1.53M | Sell |
28,005
-1,166
| -4% | -$62.4K | 0.18% | 59 |
|
|
2019
Q2 | $1.49M | Buy |
29,171
+2,543
| +10% | +$125K | 0.18% | 96 |
|
|
2019
Q1 | $1.25M | Sell |
26,628
-3,533
| -12% | -$165K | 0.17% | 100 |
|
|
2018
Q4 | $1.43M | Buy |
30,161
+4,894
| +19% | +$234K | 0.21% | 56 |
|
|
2018
Q3 | $1.17M | Sell |
25,267
-1,703
| -6% | -$77.8K | 0.16% | 109 |
|
|
2018
Q2 | $1.18M | Sell |
26,970
-1,431
| -5% | -$61.8K | 0.17% | 104 |
|
|
2018
Q1 | $1.23M | Sell |
28,401
-618
| -2% | -$27.8K | 0.19% | 98 |
|
|
2017
Q4 | $1.33M | Buy |
29,019
+111
| +0.4% | +$5.1K | 0.22% | 91 |
|
|
2017
Q3 | $1.3M | Sell |
28,908
-448
| -2% | -$20.4K | 0.23% | 93 |
|
|
2017
Q2 | $1.32M | Sell |
29,356
-2,771
| -9% | -$122K | 0.25% | 90 |
|
|
2017
Q1 | $1.36M | Buy |
32,127
+634
| +2% | +$26.4K | 0.23% | 91 |
|
|
2016
Q4 | $1.31M | Sell |
31,493
-606
| -2% | -$25.2K | 0.24% | 87 |
|
|
2016
Q3 | $1.36M | Sell |
32,099
-1,545
| -5% | -$67.7K | 0.26% | 78 |
|
|
2016
Q2 | $1.52M | Sell |
33,644
-712
| -2% | -$32.2K | 0.29% | 75 |
|
|
2016
Q1 | $1.59M | Sell |
34,356
-64
| -0.2% | -$2.79K | 0.31% | 67 |
|
|
2015
Q4 | $1.48M | Buy |
34,420
+403
| +1% | +$17.1K | 0.31% | 68 |
|
|
2015
Q3 | $1.36M | Sell |
34,017
-4,162
| -11% | -$167K | 0.31% | 67 |
|
|
2015
Q2 | $1.5M | Sell |
38,179
-2,274
| -6% | -$92.5K | 0.34% | 63 |
|
|
2015
Q1 | $1.64M | Sell |
40,453
-913
| -2% | -$38.2K | 0.37% | 57 |
|
|
2014
Q4 | $1.75M | Sell |
41,366
-527
| -1% | -$22.5K | 0.4% | 50 |
|
|
2014
Q3 | $1.79M | Buy |
41,893
+117
| +0.3% | +$4.84K | 0.42% | 51 |
|
|
2014
Q2 | $1.77M | Buy |
41,776
+415
| +1% | +$16.8K | 0.42% | 54 |
|
|
2014
Q1 | $1.6M | Buy |
41,361
+959
| +2% | +$37K | 0.43% | 53 |
|
|
2013
Q4 | $1.67M | Buy |
40,402
+1,415
| +4% | +$55.8K | 0.5% | 47 |
|
|
2013
Q3 | $1.48M | Buy |
38,987
+31
| +0.1% | +$1.23K | 0.48% | 47 |
|
|
2013
Q2 | $1.56M | Buy |
+38,956
| New | +$1.61M | 0.54% | 43 |
|
Other funds holding KO
VCM
VPM
Rehmann Capital Advisory Group's KO Position: Q1 2026 in Review
Rehmann Capital Advisory Group reduced its Coca-Cola (KO) stake by 6.9% in Q1 2026, selling an estimated $178K and leaving 31,699 shares worth $2.41M. The position accounts for 0.13% of the portfolio, ranked #124.
Rehmann Capital Advisory Group first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.49M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Rehmann Capital Advisory Group held 31,699 shares of Coca-Cola worth $2.41M as of Q1 2026.
- Rehmann Capital Advisory Group sold 2,352 Coca-Cola shares in Q1 2026, an estimated $178K.
- Coca-Cola made up 0.13% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #124 holding.
- Rehmann Capital Advisory Group first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
- Rehmann Capital Advisory Group's Coca-Cola position peaked at $2.49M in Q2 2025.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.