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RFP Financial Group’s Coca-Cola KO Stock Holding History

RFP Financial Group’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 		$9.86M Sell
129,586
-1,452
-1% -$110K 5.36% 6
2025
Q4 		$9.16M Buy
131,038
+65,603
+100% +$4.57M 4.39% 5
2025
Q3 		$4.34M Buy
65,435
+338
+0.5% +$23.3K 1.77% 13
2025
Q2 		$4.61M Sell
65,097
-4,051
-6% -$289K 1.9% 12
2025
Q1 		$4.95M Sell
69,148
-4,049
-6% -$270K 1.99% 11
2024
Q4 		$4.56M Sell
73,197
-72,163
-50% -$4.71M 1.77% 13
2024
Q3 		$10.4M Buy
145,360
+68,507
+89% +$4.69M 3.4% 7
2024
Q2 		$4.89M Sell
76,853
-1,458
-2% -$90.3K 1.81% 12
2024
Q1 		$4.79M Sell
78,311
-2,074
-3% -$125K 1.87% 11
2023
Q4 		$4.74M Sell
80,385
-1,243
-2% -$70.6K 1.94% 11
2023
Q3 		$4.57M Sell
81,628
-2,893
-3% -$174K 2.01% 12
2023
Q2 		$5.09M Buy
84,521
+80,073
+1,800% +$4.98M 2.08% 11
2023
Q1 		$276K Sell
4,448
-82,519
-95% -$5M 0.32% 31
2022
Q4 		$5.53M Buy
+86,967
New +$5.25M 2.48% 10

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

RFP Financial Group's KO Position: Q1 2026 in Review

RFP Financial Group reduced its Coca-Cola (KO) stake by 1.1% in Q1 2026, selling an estimated $110K and leaving 129,586 shares worth $9.86M. The position accounts for 5.36% of the portfolio, ranked #6.

RFP Financial Group first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.4M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • RFP Financial Group held 129,586 shares of Coca-Cola worth $9.86M as of Q1 2026.
  • RFP Financial Group sold 1,452 Coca-Cola shares in Q1 2026, an estimated $110K.
  • Coca-Cola made up 5.36% of RFP Financial Group's portfolio in Q1 2026, its #6 holding.
  • RFP Financial Group first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • RFP Financial Group's Coca-Cola position peaked at $10.4M in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.