RF&L Wealth Management’s Coca-Cola KO Stock Holding History

RF&L Wealth Management’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	–	Sell	-17,130	Closed	-$1.2M	–	54
2025 Q4	$1.2M	Hold	17,130	–	–	0.67%	32
2025 Q3	$1.14M	Hold	17,130	–	–	0.67%	33
2025 Q2	$1.21M	Hold	17,130	–	–	0.78%	31
2025 Q1	$1.23M	Hold	17,130	–	–	0.88%	29
2024 Q4	$1.07M	Hold	17,130	–	–	0.75%	31
2024 Q3	$1.23M	Sell	17,130 -70	-0.4%	-$4.79K	0.87%	27
2024 Q2	$1.09M	Hold	17,200	–	–	0.83%	28
2024 Q1	$1.05M	Hold	17,200	–	–	0.81%	28
2023 Q4	$1.01M	Hold	17,200	–	–	0.84%	28
2023 Q3	$963K	Sell	17,200 -380	-2%	-$22.8K	0.89%	28
2023 Q2	$1.06M	Hold	17,580	–	–	0.97%	26
2023 Q1	$1.09M	Hold	17,580	–	–	1.06%	23
2022 Q4	$1.12M	Buy	+17,580	New	+$1.06M	1.15%	22

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RF&L Wealth Management's KO Position: Q1 2026 in Review

RF&L Wealth Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 17,130 shares — an estimated $1.2M sold.

RF&L Wealth Management first reported a position in KO in Q4 2022 and held it in 13 quarters. The position peaked at $1.23M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

RF&L Wealth Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
RF&L Wealth Management sold 17,130 Coca-Cola shares in Q1 2026, an estimated $1.2M.
RF&L Wealth Management first reported a position in Coca-Cola in Q4 2022 and held it in 13 quarters.
RF&L Wealth Management's Coca-Cola position peaked at $1.23M in Q3 2024.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.