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Retirement Income Solutions’s Coca-Cola KO Stock Holding History

Retirement Income Solutions’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 		$811K Buy
10,661
+26
+0.2% +$1.97K 0.14% 61
2025
Q4 		$743K Hold
10,635
– – 0.13% 63
2025
Q3 		$705K Hold
10,635
– – 0.12% 66
2025
Q2 		$752K Buy
10,635
+68
+0.6% +$4.84K 0.14% 59
2025
Q1 		$757K Hold
10,567
– – 0.16% 56
2024
Q4 		$658K Hold
10,567
– – 0.13% 59
2024
Q3 		$759K Sell
10,567
-62
-0.6% -$4.25K 0.17% 55
2024
Q2 		$677K Sell
10,629
-1,250
-11% -$77.4K 0.16% 58
2024
Q1 		$727K Buy
11,879
+100
+0.8% +$6.01K 0.16% 62
2023
Q4 		$694K Hold
11,779
– – 0.17% 59
2023
Q3 		$659K Hold
11,779
– – 0.18% 57
2023
Q2 		$709K Hold
11,779
– – 0.19% 59
2023
Q1 		$731K Buy
+11,779
New +$713K 0.21% 56
2020
Q1 		– Sell
-4,113
Closed -$228K – 78
2019
Q4 		$228K Sell
4,113
-1,833
-31% -$98.5K 0.09% 68
2019
Q3 		$324K Buy
+5,946
New +$318K 0.17% 56
2019
Q2 		– Sell
-5,977
Closed -$280K – 69
2019
Q1 		$280K Hold
5,977
– – 0.16% 57
2018
Q4 		$283K Sell
5,977
-2,660
-31% -$127K 0.18% 51
2018
Q3 		$399K Sell
8,637
-7
-0.1% -$320 0.22% 45
2018
Q2 		$379K Buy
8,644
+952
+12% +$41.1K 0.23% 46
2018
Q1 		$334K Sell
7,692
-1,384
-15% -$62.2K 0.2% 45
2017
Q4 		$416K Buy
+9,076
New +$417K 0.24% 46

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 Income Solutions's KO Position: Q1 2026 in Review

Retirement Income Solutions increased its Coca-Cola (KO) stake by 0.24% in Q1 2026, buying an estimated $1.97K and bringing the position to 10,661 shares worth $811K. The position accounts for 0.14% of the portfolio, ranked #61.

Retirement Income Solutions first reported a position in KO in Q4 2017 and has held it in 21 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Retirement Income Solutions held 10,661 shares of Coca-Cola worth $811K as of Q1 2026.
  • Retirement Income Solutions bought 26 Coca-Cola shares in Q1 2026, an estimated $1.97K.
  • Coca-Cola made up 0.14% of Retirement Income Solutions's portfolio in Q1 2026, its #61 holding.
  • Retirement Income Solutions first reported a position in Coca-Cola in Q4 2017 and has held it in 21 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.