Richardson Capital Management’s Coca-Cola KO Stock Holding History

Richardson Capital 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	$126K	Hold	1,550	–	–	0.05%	72
2026 Q1	$118K	Hold	1,550	–	–	0.06%	71
2025 Q4	$108K	Hold	1,550	–	–	0.05%	65
2025 Q3	$103K	Hold	1,550	–	–	0.05%	64
2025 Q2	$110K	Hold	1,550	–	–	0.06%	59
2025 Q1	$111K	Hold	1,550	–	–	0.07%	56
2024 Q4	$96.5K	Buy	1,550 +900	+138%	+$58.7K	0.06%	56
2024 Q3	$46.7K	Hold	650	–	–	0.03%	67
2024 Q2	$41.4K	Hold	650	–	–	0.03%	76
2024 Q1	$39.8K	Buy	+650	New	+$39K	0.03%	70

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Capital Management's KO Position: Q2 2026 in Review

Richardson Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 1,550 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #72.

Richardson Capital Management first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Richardson Capital Management held 1,550 shares of Coca-Cola worth $126K as of Q2 2026.
Richardson Capital Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.05% of Richardson Capital Management's portfolio in Q2 2026, its #72 holding.
Richardson Capital Management first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.