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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
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 $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

Ritholtz Wealth Management's KO Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Coca-Cola (KO) stake by 8.9% in Q1 2026, buying an estimated $690K and bringing the position to 111,622 shares worth $8.49M. The position accounts for 0.15% of the portfolio, ranked #83.

Ritholtz Wealth Management first reported a position in KO in Q2 2020 and has held it in 24 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ritholtz Wealth Management held 111,622 shares of Coca-Cola worth $8.49M as of Q1 2026.
  • Ritholtz Wealth Management bought 9,130 Coca-Cola shares in Q1 2026, an estimated $690K.
  • Coca-Cola made up 0.15% of Ritholtz Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Ritholtz Wealth Management first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.