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Richmond Investment Services’s Coca-Cola KO Stock Holding History

Richmond Investment 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 		$549K Buy
7,213
+291
+4% +$22K 0.09% 145
2025
Q4 		$484K Buy
6,922
+535
+8% +$37.3K 0.08% 143
2025
Q3 		$424K Sell
6,387
-292
-4% -$20.1K 0.08% 151
2025
Q2 		$473K Buy
6,679
+3,764
+129% +$268K 0.1% 130
2025
Q1 		$209K Buy
+2,915
New +$195K 0.11% 107

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

Richmond Investment Services's KO Position: Q1 2026 in Review

Richmond Investment Services increased its Coca-Cola (KO) stake by 4.2% in Q1 2026, buying an estimated $22K and bringing the position to 7,213 shares worth $549K. The position accounts for 0.09% of the portfolio, ranked #145.

Richmond Investment Services first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Richmond Investment Services held 7,213 shares of Coca-Cola worth $549K as of Q1 2026.
  • Richmond Investment Services bought 291 Coca-Cola shares in Q1 2026, an estimated $22K.
  • Coca-Cola made up 0.09% of Richmond Investment Services's portfolio in Q1 2026, its #145 holding.
  • Richmond Investment Services first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.