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Rialto Wealth Management’s Coca-Cola KO Stock Holding History

Rialto 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 		$103K Buy
1,358
+71
+6% +$5.37K 0.02% 212
2025
Q4 		$90K Buy
1,287
+41
+3% +$2.86K 0.02% 219
2025
Q3 		$82.6K Sell
1,246
-4
-0.3% -$275 0.02% 216
2025
Q2 		$88.4K Buy
1,250
+59
+5% +$4.2K 0.02% 214
2025
Q1 		$85.3K Buy
1,191
+15
+1% +$1K 0.03% 207
2024
Q4 		$73.2K Buy
+1,176
New +$76.8K 0.02% 224

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

Rialto Wealth Management's KO Position: Q1 2026 in Review

Rialto Wealth Management increased its Coca-Cola (KO) stake by 5.5% in Q1 2026, buying an estimated $5.37K and bringing the position to 1,358 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #212.

Rialto Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rialto Wealth Management held 1,358 shares of Coca-Cola worth $103K as of Q1 2026.
  • Rialto Wealth Management bought 71 Coca-Cola shares in Q1 2026, an estimated $5.37K.
  • Coca-Cola made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Rialto Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.