RP
KO icon

Rice Partnership’s Coca-Cola KO Stock Holding History

Rice Partnership’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 		$7.14M Buy
87,833
+390
+0.4% +$30.8K 0.87% 31
2026
Q1 		$6.65M Buy
87,443
+1,149
+1% +$86.9K 0.91% 31
2025
Q4 		$6.03M Sell
86,294
-21,949
-20% -$1.53M 0.82% 32
2025
Q3 		$7.18M Sell
108,243
-296
-0.3% -$20.4K 1.02% 28
2025
Q2 		$7.68M Buy
108,539
+1,678
+2% +$120K 1.33% 24
2025
Q1 		$7.65M Buy
106,861
+4,115
+4% +$275K 1.57% 22
2024
Q4 		$6.4M Buy
102,746
+6,793
+7% +$443K 1.22% 26
2024
Q3 		$6.9M Buy
95,953
+4,931
+5% +$338K 1.39% 22
2024
Q2 		$5.79M Buy
91,022
+6,943
+8% +$430K 1.26% 24
2024
Q1 		$5.14M Buy
84,079
+16,074
+24% +$966K 1.21% 27
2023
Q4 		$4.01M Sell
68,005
-26,480
-28% -$1.5M 1.05% 28
2023
Q3 		$5.29M Sell
94,485
-33,520
-26% -$2.01M 1.5% 23
2023
Q2 		$7.71M Sell
128,005
-934
-0.7% -$58.1K 2.11% 14
2023
Q1 		$8M Sell
128,939
-2,980
-2% -$180K 2.4% 12
2022
Q4 		$8.39M Buy
131,919
+28,993
+28% +$1.75M 2.65% 11
2022
Q3 		$5.77M Buy
102,926
+31,277
+44% +$1.94M 1.85% 16
2022
Q2 		$4.51M Buy
71,649
+31,161
+77% +$1.98M 1.58% 22
2022
Q1 		$2.51M Buy
+40,488
New +$2.46M 0.72% 37
2021
Q1 		– Sell
-3,950
Closed -$217K – 116
2020
Q4 		$217K Buy
+3,950
New +$204K 0.08% 80
2020
Q1 		– Sell
-4,235
Closed -$234K – 105
2019
Q4 		$234K Buy
4,235
+300
+8% +$16.1K 0.13% 67
2019
Q3 		$214K Sell
3,935
-91
-2% -$4.87K 0.13% 72
2019
Q2 		$205K Buy
+4,026
New +$197K 0.14% 75

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rice Partnership's KO Position: Q2 2026 in Review

Rice Partnership increased its Coca-Cola (KO) stake by 0.45% in Q2 2026, buying an estimated $30.8K and bringing the position to 87,833 shares worth $7.14M. The position accounts for 0.87% of the portfolio, ranked #31.

Rice Partnership first reported a position in KO in Q2 2019 and has held it in 22 quarters since. The position peaked at $8.39M in Q4 2022. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rice Partnership held 87,833 shares of Coca-Cola worth $7.14M as of Q2 2026.
  • Rice Partnership bought 390 Coca-Cola shares in Q2 2026, an estimated $30.8K.
  • Coca-Cola made up 0.87% of Rice Partnership's portfolio in Q2 2026, its #31 holding.
  • Rice Partnership first reported a position in Coca-Cola in Q2 2019 and has held it in 22 quarters since.
  • Rice Partnership's Coca-Cola position peaked at $8.39M in Q4 2022.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.