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Ritholtz Wealth Management’s Coca-Cola KO Stock Holding History

Ritholtz Wealth Management’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 		$9.51M Buy
117,049
+5,427
+5% +$429K 0.14% 87
2026
Q1 		$8.49M Buy
111,622
+9,130
+9% +$690K 0.15% 83
2025
Q4 		$7.17M Buy
102,492
+11,223
+12% +$782K 0.13% 89
2025
Q3 		$6.05M Buy
91,269
+679
+0.7% +$46.7K 0.12% 105
2025
Q2 		$6.41M Buy
90,590
+9,500
+12% +$677K 0.14% 81
2025
Q1 		$5.81M Buy
81,090
+8,107
+11% +$541K 0.17% 77
2024
Q4 		$4.54M Buy
72,983
+5,649
+8% +$369K 0.13% 96
2024
Q3 		$4.84M Buy
67,334
+1,926
+3% +$132K 0.15% 85
2024
Q2 		$4.16M Buy
65,408
+4,059
+7% +$251K 0.14% 93
2024
Q1 		$3.75M Buy
61,349
+3,878
+7% +$233K 0.13% 106
2023
Q4 		$3.39M Sell
57,471
-105
-0.2% -$5.96K 0.13% 98
2023
Q3 		$3.22M Sell
57,576
-2,668
-4% -$160K 0.14% 92
2023
Q2 		$3.63M Sell
60,244
-1,040
-2% -$64.7K 0.16% 79
2023
Q1 		$3.8M Sell
61,284
-2,348
-4% -$142K 0.19% 68
2022
Q4 		$4.05M Sell
63,632
-4,374
-6% -$264K 0.23% 67
2022
Q3 		$3.81M Buy
68,006
+26,863
+65% +$1.67M 0.2% 65
2022
Q2 		$2.59M Buy
41,143
+5,040
+14% +$319K 0.16% 73
2022
Q1 		$2.24M Buy
36,103
+8,369
+30% +$509K 0.15% 79
2021
Q4 		$1.64M Buy
27,734
+1,965
+8% +$109K 0.1% 98
2021
Q3 		$1.35M Buy
25,769
+2,138
+9% +$119K 0.09% 102
2021
Q2 		$1.28M Buy
23,631
+4,726
+25% +$257K 0.09% 104
2021
Q1 		$996K Buy
18,905
+6,538
+53% +$329K 0.08% 111
2020
Q4 		$678K Buy
12,367
+465
+4% +$24K 0.06% 121
2020
Q3 		$588K Buy
11,902
+4,266
+56% +$205K 0.07% 117
2020
Q2 		$341K Buy
+7,636
New +$352K 0.04% 156

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's KO Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Coca-Cola (KO) stake by 4.9% in Q2 2026, buying an estimated $429K and bringing the position to 117,049 shares worth $9.51M. The position accounts for 0.14% of the portfolio, ranked #87.

Ritholtz Wealth Management first reported a position in KO in Q2 2020 and has held it in 25 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ritholtz Wealth Management held 117,049 shares of Coca-Cola worth $9.51M as of Q2 2026.
  • Ritholtz Wealth Management bought 5,427 Coca-Cola shares in Q2 2026, an estimated $429K.
  • Coca-Cola made up 0.14% of Ritholtz Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Ritholtz Wealth Management first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.