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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
Q2 		$245K Sell
3,019
-4,194
-58% -$331K 0.08% 129
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 $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

Richmond Investment Services's KO Position: Q2 2026 in Review

Richmond Investment Services reduced its Coca-Cola (KO) stake by 58% in Q2 2026, selling an estimated $331K and leaving 3,019 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #129.

Richmond Investment Services first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $549K in Q1 2026. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Richmond Investment Services held 3,019 shares of Coca-Cola worth $245K as of Q2 2026.
  • Richmond Investment Services sold 4,194 Coca-Cola shares in Q2 2026, an estimated $331K.
  • Coca-Cola made up 0.08% of Richmond Investment Services's portfolio in Q2 2026, its #129 holding.
  • Richmond Investment Services first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • Richmond Investment Services's Coca-Cola position peaked at $549K in Q1 2026.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.