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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
Q2 		$421K Buy
5,175
+126
+2% +$9.95K 0.24% 92
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 $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

Richardson Financial Services's KO Position: Q2 2026 in Review

Richardson Financial Services increased its Coca-Cola (KO) stake by 2.5% in Q2 2026, buying an estimated $9.95K and bringing the position to 5,175 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #92.

Richardson Financial Services first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Richardson Financial Services held 5,175 shares of Coca-Cola worth $421K as of Q2 2026.
  • Richardson Financial Services bought 126 Coca-Cola shares in Q2 2026, an estimated $9.95K.
  • Coca-Cola made up 0.24% of Richardson Financial Services's portfolio in Q2 2026, its #92 holding.
  • Richardson Financial Services first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.