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Richardson Financial Services’s Coca-Cola KO Stock Holding History

Richardson Financial Services’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 		$384K Buy
5,049
+31
+0.6% +$2.34K 0.24% 105
2025
Q4 		$351K Buy
5,018
+833
+20% +$58.1K 0.11% 114
2025
Q3 		$278K Buy
4,185
+369
+10% +$25.4K 0.17% 126
2025
Q2 		$273K Buy
3,816
+130
+4% +$9.26K 0.18% 130
2025
Q1 		$264K Buy
3,686
+208
+6% +$13.9K 0.2% 124
2024
Q4 		$216K Buy
3,478
+74
+2% +$4.83K 0.15% 131
2024
Q3 		$217K Hold
3,404
– – 0.14% 143
2024
Q2 		$217K Sell
3,404
-293
-8% -$18.1K 0.16% 131
2024
Q1 		$226K Buy
3,697
+170
+5% +$10.2K 0.16% 136
2023
Q4 		$208K Buy
+3,527
New +$200K 0.18% 126

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

Richardson Financial Services's KO Position: Q1 2026 in Review

Richardson Financial Services increased its Coca-Cola (KO) stake by 0.62% in Q1 2026, buying an estimated $2.34K and bringing the position to 5,049 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #105.

Richardson Financial Services first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Richardson Financial Services held 5,049 shares of Coca-Cola worth $384K as of Q1 2026.
  • Richardson Financial Services bought 31 Coca-Cola shares in Q1 2026, an estimated $2.34K.
  • Coca-Cola made up 0.24% of Richardson Financial Services's portfolio in Q1 2026, its #105 holding.
  • Richardson Financial Services first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.