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Richard W. Paul & Associates’s Coca-Cola KO Stock Holding History

Richard W. Paul & Associates’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 		$824K Buy
10,834
+230
+2% +$17.4K 0.28% 95
2025
Q4 		$741K Buy
10,604
+789
+8% +$55K 0.25% 103
2025
Q3 		$651K Buy
9,815
+771
+9% +$53.1K 0.22% 104
2025
Q2 		$640K Sell
9,044
-2,277
-20% -$162K 0.23% 102
2025
Q1 		$811K Sell
11,321
-1,121
-9% -$74.9K 0.32% 80
2024
Q4 		$775K Buy
12,442
+259
+2% +$16.9K 0.28% 97
2024
Q3 		$875K Sell
12,183
-17
-0.1% -$1.16K 0.31% 94
2024
Q2 		$777K Buy
12,200
+72
+0.6% +$4.46K 0.3% 92
2024
Q1 		$742K Buy
12,128
+125
+1% +$7.51K 0.3% 94
2023
Q4 		$707K Buy
12,003
+205
+2% +$11.6K 0.3% 88
2023
Q3 		$660K Buy
11,798
+17
+0.1% +$1.02K 0.3% 87
2023
Q2 		$709K Buy
11,781
+597
+5% +$37.1K 0.31% 92
2023
Q1 		$694K Buy
11,184
+304
+3% +$18.4K 0.32% 90
2022
Q4 		$692K Buy
+10,880
New +$657K 0.35% 80

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

Richard W. Paul & Associates's KO Position: Q1 2026 in Review

Richard W. Paul & Associates increased its Coca-Cola (KO) stake by 2.2% in Q1 2026, buying an estimated $17.4K and bringing the position to 10,834 shares worth $824K. The position accounts for 0.28% of the portfolio, ranked #95.

Richard W. Paul & Associates first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $875K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Richard W. Paul & Associates held 10,834 shares of Coca-Cola worth $824K as of Q1 2026.
  • Richard W. Paul & Associates bought 230 Coca-Cola shares in Q1 2026, an estimated $17.4K.
  • Coca-Cola made up 0.28% of Richard W. Paul & Associates's portfolio in Q1 2026, its #95 holding.
  • Richard W. Paul & Associates first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's Coca-Cola position peaked at $875K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.