RYA
KO icon

Richard Young Associates’s Coca-Cola KO Stock Holding History

Richard Young 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
Q2 		$1.18M Sell
14,565
-350
-2% -$27.6K 0.79% 9
2026
Q1 		$1.13M Sell
14,915
-340
-2% -$25.7K 0.86% 8
2025
Q4 		$1.07M Buy
+15,255
New +$1.06M 0.83% 9

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 $3.37T AUM 44.26% 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

Richard Young Associates's KO Position: Q2 2026 in Review

Richard Young Associates reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $27.6K and leaving 14,565 shares worth $1.18M. The position accounts for 0.79% of the portfolio, ranked #9.

Richard Young Associates first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Richard Young Associates held 14,565 shares of Coca-Cola worth $1.18M as of Q2 2026.
  • Richard Young Associates sold 350 Coca-Cola shares in Q2 2026, an estimated $27.6K.
  • Coca-Cola made up 0.79% of Richard Young Associates's portfolio in Q2 2026, its #9 holding.
  • Richard Young Associates first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richard Young Associates's 13F filing for Q2 2026, filed 27 Jul 2026.