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Retirement Guys Formula’s Coca-Cola KO Stock Holding History

Retirement Guys Formula’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 		$1.6M Sell
21,072
-27,984
-57% -$2.12M 0.74% 56
2025
Q4 		$3.43M Buy
49,056
+14,130
+40% +$985K 1.56% 13
2025
Q3 		$2.32M Buy
34,926
+16,732
+92% +$1.15M 0.82% 36
2025
Q2 		$1.29M Buy
18,194
+949
+6% +$67.6K 0.49% 72
2025
Q1 		$1.24M Buy
17,245
+2,429
+16% +$162K 0.61% 67
2024
Q4 		$922K Buy
14,816
+1,354
+10% +$88.4K 0.47% 63
2024
Q3 		$967K Buy
13,462
+220
+2% +$15.1K 0.45% 66
2024
Q2 		$843K Buy
13,242
+630
+5% +$39K 0.4% 69
2024
Q1 		$772K Buy
12,612
+2,317
+23% +$139K 0.38% 72
2023
Q4 		$607K Sell
10,295
-315
-3% -$17.9K 0.33% 72
2023
Q3 		$594K Buy
10,610
+1,042
+11% +$62.5K 0.41% 67
2023
Q2 		$576K Buy
9,568
+438
+5% +$27.2K 0.33% 75
2023
Q1 		$566K Buy
9,130
+550
+6% +$33.3K 0.41% 67
2022
Q4 		$546K Buy
8,580
+1,172
+16% +$70.8K 0.45% 64
2022
Q3 		$415K Buy
7,408
+1,045
+16% +$64.9K 0.44% 59
2022
Q2 		$400K Buy
6,363
+1,383
+28% +$87.7K 0.41% 66
2022
Q1 		$309K Buy
4,980
+485
+11% +$29.5K 0.21% 87
2021
Q4 		$266K Buy
+4,495
New +$250K 0.21% 93

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Guys Formula's KO Position: Q1 2026 in Review

Retirement Guys Formula reduced its Coca-Cola (KO) stake by 57% in Q1 2026, selling an estimated $2.12M and leaving 21,072 shares worth $1.6M. The position accounts for 0.74% of the portfolio, ranked #56.

Retirement Guys Formula first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Retirement Guys Formula held 21,072 shares of Coca-Cola worth $1.6M as of Q1 2026.
  • Retirement Guys Formula sold 27,984 Coca-Cola shares in Q1 2026, an estimated $2.12M.
  • Coca-Cola made up 0.74% of Retirement Guys Formula's portfolio in Q1 2026, its #56 holding.
  • Retirement Guys Formula first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Coca-Cola position peaked at $3.43M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.