RIA Advisory Group’s Coca-Cola KO Stock Holding History

RIA Advisory 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 Q2	$8.89M	Buy	109,372 +2,179	+2%	+$172K	1.93%	9
2026 Q1	$8.15M	Sell	107,193 -4,023	-4%	-$304K	1.94%	9
2025 Q4	$7.78M	Buy	111,216 +21,257	+24%	+$1.48M	1.87%	9
2025 Q3	$5.97M	Buy	89,959 +8,667	+11%	+$597K	1.53%	16
2025 Q2	$5.75M	Sell	81,292 -5,057	-6%	-$360K	1.69%	16
2025 Q1	$6.18M	Sell	86,349 -3,724	-4%	-$249K	2.01%	9
2024 Q4	$5.61M	Buy	90,073 +12,461	+16%	+$813K	1.91%	10
2024 Q3	$5.58M	Buy	+77,612	New	+$5.31M	1.97%	9
2024 Q1	$4.51M	Buy	+73,744	New	+$4.43M	1.82%	12
2023 Q4	–	Sell	-75,300	Closed	-$4.22M	–	151
2023 Q3	$4.22M	Sell	75,300 -1,962	-3%	-$118K	1.89%	11
2023 Q2	$4.65M	Buy	77,262 +5,889	+8%	+$366K	2%	10
2023 Q1	$4.43M	Sell	71,373 -5,789	-8%	-$351K	2.04%	8
2022 Q4	$4.83M	Buy	+77,162	New	+$4.66M	2.8%	7

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

RIA Advisory Group's KO Position: Q2 2026 in Review

RIA Advisory Group increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $172K and bringing the position to 109,372 shares worth $8.89M. The position accounts for 1.93% of the portfolio, ranked #9.

RIA Advisory Group first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 1,974 funds tracked by Wall St. Rank hold KO as of Q2 2026.

RIA Advisory Group held 109,372 shares of Coca-Cola worth $8.89M as of Q2 2026.
RIA Advisory Group bought 2,179 Coca-Cola shares in Q2 2026, an estimated $172K.
Coca-Cola made up 1.93% of RIA Advisory Group's portfolio in Q2 2026, its #9 holding.
RIA Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
1,974 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.