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Resources Management Corp’s Coca-Cola KO Stock Holding History

Resources Management Corp’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 		$475K Sell
5,850
-1,332
-19% -$105K 0.06% 145
2026
Q1 		$546K Buy
7,182
+116
+2% +$8.77K 0.07% 139
2025
Q4 		$494K Hold
7,066
– – 0.06% 141
2025
Q3 		$469K Hold
7,066
– – 0.06% 140
2025
Q2 		$500K Sell
7,066
-450
-6% -$32.1K 0.07% 148
2025
Q1 		$538K Sell
7,516
-625
-8% -$41.7K 0.08% 162
2024
Q4 		$507K Hold
8,141
– – 0.07% 163
2024
Q3 		$585K Sell
8,141
-75
-0.9% -$5.14K 0.08% 155
2024
Q2 		$523K Sell
8,216
-250
-3% -$15.5K 0.08% 156
2024
Q1 		$518K Sell
8,466
-1,800
-18% -$108K 0.08% 154
2023
Q4 		$605K Sell
10,266
-450
-4% -$25.6K 0.09% 145
2023
Q3 		$600K Sell
10,716
-992
-8% -$59.5K 0.1% 140
2023
Q2 		$705K Sell
11,708
-38,292
-77% -$2.38M 0.11% 130
2023
Q1 		$0 Buy
50,000
+30,477
+156% +$1.85M ﹤0.01% 487
2022
Q4 		$1.24M Sell
19,523
-750
-4% -$45.3K 0.2% 95
2022
Q3 		$1.14M Sell
20,273
-258
-1% -$16K 0.2% 92
2022
Q2 		$1.29M Buy
20,531
+338
+2% +$21.4K 0.21% 89
2022
Q1 		$1.25M Sell
20,193
-750
-4% -$45.6K 0.17% 103
2021
Q4 		$1.24M Sell
20,943
-688
-3% -$38.3K 0.16% 109
2021
Q3 		$1.14M Hold
21,631
– – 0.16% 114
2021
Q2 		$1.17M Hold
21,631
– – 0.16% 118
2021
Q1 		$1.14M Sell
21,631
-1,750
-7% -$88.1K 0.17% 110
2020
Q4 		$1.28M Hold
23,381
– – 0.21% 91
2020
Q3 		$1.15M Sell
23,381
-115
-0.5% -$5.53K 0.21% 93
2020
Q2 		$1.05M Sell
23,496
-118
-0.5% -$5.43K 0.2% 91
2020
Q1 		$1.04M Sell
23,614
-387
-2% -$20.9K 0.23% 81
2019
Q4 		$1.33M Hold
24,001
– – 0.23% 85
2019
Q3 		$1.31M Buy
+24,001
New +$1.29M 0.24% 85
2018
Q4 		$1.2M Sell
25,338
-1,750
-6% -$83.8K 0.27% 79
2018
Q3 		$1.25M Buy
+27,088
New +$1.24M 0.23% 91

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

Resources Management Corp's KO Position: Q2 2026 in Review

Resources Management Corp reduced its Coca-Cola (KO) stake by 19% in Q2 2026, selling an estimated $105K and leaving 5,850 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #145.

Resources Management Corp first reported a position in KO in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.33M in Q4 2019. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Resources Management Corp held 5,850 shares of Coca-Cola worth $475K as of Q2 2026.
  • Resources Management Corp sold 1,332 Coca-Cola shares in Q2 2026, an estimated $105K.
  • Coca-Cola made up 0.06% of Resources Management Corp's portfolio in Q2 2026, its #145 holding.
  • Resources Management Corp first reported a position in Coca-Cola in Q3 2018 and has held it in 30 quarters since.
  • Resources Management Corp's Coca-Cola position peaked at $1.33M in Q4 2019.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.