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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
Q2 		$121K Buy
1,493
+135
+10% +$10.7K 0.02% 222
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rialto Wealth Management's KO Position: Q2 2026 in Review

Rialto Wealth Management increased its Coca-Cola (KO) stake by 9.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,493 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #222.

Rialto Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rialto Wealth Management held 1,493 shares of Coca-Cola worth $121K as of Q2 2026.
  • Rialto Wealth Management bought 135 Coca-Cola shares in Q2 2026, an estimated $10.7K.
  • Coca-Cola made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Rialto Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.