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Richwood Investment Advisors’s Coca-Cola KO Stock Holding History

Richwood Investment Advisors’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 		$942K Buy
11,589
+701
+6% +$55.4K 0.66% 32
2026
Q1 		$828K Sell
10,888
-80
-0.7% -$6.05K 0.64% 38
2025
Q4 		$867K Sell
10,968
-100
-0.9% -$6.97K 0.62% 38
2025
Q3 		$734K Buy
11,068
+259
+2% +$17.8K 0.58% 38
2025
Q2 		$765K Hold
10,809
– – 0.63% 36
2025
Q1 		$774K Buy
10,809
+234
+2% +$15.6K 0.66% 39
2024
Q4 		$658K Buy
10,575
+602
+6% +$39.3K 0.55% 45
2024
Q3 		$717K Buy
9,973
+50
+0.5% +$3.42K 0.59% 42
2024
Q2 		$632K Buy
9,923
+166
+2% +$10.3K 0.55% 46
2024
Q1 		$597K Buy
9,757
+149
+2% +$8.95K 0.53% 52
2023
Q4 		$566K Buy
9,608
+60
+0.6% +$3.41K 0.53% 52
2023
Q3 		$534K Buy
9,548
+115
+1% +$6.9K 0.55% 48
2023
Q2 		$568K Buy
9,433
+47
+0.5% +$2.92K 0.55% 51
2023
Q1 		$582K Buy
9,386
+149
+2% +$9.02K 0.58% 47
2022
Q4 		$588K Sell
9,237
-299
-3% -$18.1K 0.59% 44
2022
Q3 		$534K Sell
9,536
-150
-2% -$9.32K 0.59% 48
2022
Q2 		$609K Sell
9,686
-400
-4% -$25.4K 0.61% 41
2022
Q1 		$625K Buy
10,086
+1,250
+14% +$76K 0.56% 50
2021
Q4 		$523K Buy
+8,836
New +$492K 0.46% 55

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Richwood Investment Advisors's KO Position: Q2 2026 in Review

Richwood Investment Advisors increased its Coca-Cola (KO) stake by 6.4% in Q2 2026, buying an estimated $55.4K and bringing the position to 11,589 shares worth $942K. The position accounts for 0.66% of the portfolio, ranked #32.

Richwood Investment Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Richwood Investment Advisors held 11,589 shares of Coca-Cola worth $942K as of Q2 2026.
  • Richwood Investment Advisors bought 701 Coca-Cola shares in Q2 2026, an estimated $55.4K.
  • Coca-Cola made up 0.66% of Richwood Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Richwood Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.