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Richards, Merrill & Peterson’s Coca-Cola KO Stock Holding History

Richards, Merrill & Peterson’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 		$1.81M Buy
22,279
+395
+2% +$31.2K 0.57% 42
2026
Q1 		$1.66M Buy
21,884
+541
+3% +$40.9K 0.61% 42
2025
Q4 		$1.49M Buy
21,343
+988
+5% +$68.9K 0.57% 46
2025
Q3 		$1.35M Buy
20,355
+1,371
+7% +$94.4K 0.58% 43
2025
Q2 		$1.34M Buy
18,984
+1,361
+8% +$96.9K 0.64% 42
2025
Q1 		$1.26M Buy
17,623
+749
+4% +$50K 0.66% 43
2024
Q4 		$1.05M Buy
+16,874
New +$1.1M 0.55% 47

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Richards, Merrill & Peterson's KO Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $31.2K and bringing the position to 22,279 shares worth $1.81M. The position accounts for 0.57% of the portfolio, ranked #42.

Richards, Merrill & Peterson first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,602 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Richards, Merrill & Peterson held 22,279 shares of Coca-Cola worth $1.81M as of Q2 2026.
  • Richards, Merrill & Peterson bought 395 Coca-Cola shares in Q2 2026, an estimated $31.2K.
  • Coca-Cola made up 0.57% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #42 holding.
  • Richards, Merrill & Peterson first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.