Ritter Daniher Financial Advisory’s Coca-Cola KO Stock Holding History

Ritter Daniher Financial Advisory’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	$404K	Sell	4,969 -271	-5%	-$21.4K	0.06%	117
2026 Q1	$398K	Hold	5,240	–	–	0.07%	112
2025 Q4	$366K	Buy	5,240 +549	+12%	+$38.3K	0.06%	117
2025 Q3	$311K	Sell	4,691 -737	-14%	-$50.7K	0.05%	127
2025 Q2	$384K	Buy	5,428 +172	+3%	+$12.3K	0.09%	63
2025 Q1	$376K	Hold	5,256	–	–	0.1%	60
2024 Q4	$327K	Buy	5,256 +400	+8%	+$26.1K	0.09%	65
2024 Q3	$349K	Hold	4,856	–	–	0.1%	62
2024 Q2	$309K	Sell	4,856 -31	-0.6%	-$1.92K	0.1%	62
2024 Q1	$299K	Hold	4,887	–	–	0.1%	64
2023 Q4	$288K	Sell	4,887 -200	-4%	-$11.4K	0.11%	61
2023 Q3	$285K	Buy	5,087 +200	+4%	+$12K	0.12%	56
2023 Q2	$294K	Hold	4,887	–	–	0.12%	55
2023 Q1	$303K	Sell	4,887 -25	-0.5%	-$1.51K	0.13%	53
2022 Q4	$312K	Hold	4,912	–	–	0.15%	57
2022 Q3	$275K	Sell	4,912 -10	-0.2%	-$622	0.2%	53
2022 Q2	$310K	Hold	4,922	–	–	0.22%	48
2022 Q1	$305K	Hold	4,922	–	–	0.21%	47
2021 Q4	$291K	Buy	4,922 +325	+7%	+$18.1K	0.19%	47
2021 Q3	$241K	Hold	4,597	–	–	0.18%	52
2021 Q2	$249K	Hold	4,597	–	–	0.19%	48
2021 Q1	$242K	Hold	4,597	–	–	0.19%	44
2020 Q4	$252K	Buy	+4,597	New	+$238K	0.22%	45

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ritter Daniher Financial Advisory's KO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Coca-Cola (KO) stake by 5.2% in Q2 2026, selling an estimated $21.4K and leaving 4,969 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #117.

Ritter Daniher Financial Advisory first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ritter Daniher Financial Advisory held 4,969 shares of Coca-Cola worth $404K as of Q2 2026.
Ritter Daniher Financial Advisory sold 271 Coca-Cola shares in Q2 2026, an estimated $21.4K.
Coca-Cola made up 0.06% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #117 holding.
Ritter Daniher Financial Advisory first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.