River Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $603K | Sell |
7,929
-76
| -0.9% | -$5.75K | 0.07% | 142 |
|
|
2025
Q4 | $560K | Buy |
8,005
+44
| +0.6% | +$3.07K | 0.06% | 142 |
|
|
2025
Q3 | $528K | Sell |
7,961
-808
| -9% | -$55.6K | 0.06% | 151 |
|
|
2025
Q2 | $620K | Buy |
8,769
+397
| +5% | +$28.3K | 0.08% | 145 |
|
|
2025
Q1 | $600K | Sell |
8,372
-621
| -7% | -$41.5K | 0.08% | 136 |
|
|
2024
Q4 | $560K | Sell |
8,993
-1,384
| -13% | -$90.3K | 0.07% | 143 |
|
|
2024
Q3 | $746K | Buy |
10,377
+568
| +6% | +$38.9K | 0.1% | 126 |
|
|
2024
Q2 | $624K | Buy |
9,809
+304
| +3% | +$18.8K | 0.09% | 127 |
|
|
2024
Q1 | $582K | Sell |
9,505
-100
| -1% | -$6.01K | 0.08% | 135 |
|
|
2023
Q4 | $566K | Buy |
9,605
+22
| +0.2% | +$1.25K | 0.09% | 134 |
|
|
2023
Q3 | $536K | Sell |
9,583
-40
| -0.4% | -$2.4K | 0.1% | 134 |
|
|
2023
Q2 | $579K | Sell |
9,623
-880
| -8% | -$54.7K | 0.1% | 139 |
|
|
2023
Q1 | $652K | Sell |
10,503
-539
| -5% | -$32.6K | 0.12% | 135 |
|
|
2022
Q4 | $702K | Sell |
11,042
-325
| -3% | -$19.6K | 0.14% | 125 |
|
|
2022
Q3 | $637K | Buy |
11,367
+304
| +3% | +$18.9K | 0.14% | 122 |
|
|
2022
Q2 | $696K | Buy |
11,063
+556
| +5% | +$35.2K | 0.13% | 129 |
|
|
2022
Q1 | $651K | Buy |
10,507
+394
| +4% | +$24K | 0.1% | 136 |
|
|
2021
Q4 | $599K | Buy |
10,113
+58
| +0.6% | +$3.23K | 0.09% | 143 |
|
|
2021
Q3 | $528K | Buy |
10,055
+223
| +2% | +$12.4K | 0.09% | 148 |
|
|
2021
Q2 | $532K | Sell |
9,832
-3,207
| -25% | -$174K | 0.09% | 145 |
|
|
2021
Q1 | $687K | Buy |
13,039
+1,397
| +12% | +$70.3K | 0.13% | 127 |
|
|
2020
Q4 | $638K | Buy |
11,642
+474
| +4% | +$24.5K | 0.14% | 125 |
|
|
2020
Q3 | $551K | Buy |
11,168
+1,977
| +22% | +$95.1K | 0.14% | 127 |
|
|
2020
Q2 | $411K | Buy |
9,191
+115
| +1% | +$5.3K | 0.12% | 131 |
|
|
2020
Q1 | $402K | Sell |
9,076
-82
| -0.9% | -$4.43K | 0.16% | 115 |
|
|
2019
Q4 | $507K | Buy |
9,158
+298
| +3% | +$16K | 0.17% | 112 |
|
|
2019
Q3 | $482K | Sell |
8,860
-171
| -2% | -$9.16K | 0.18% | 111 |
|
|
2019
Q2 | $460K | Buy |
9,031
+695
| +8% | +$34.1K | 0.18% | 114 |
|
|
2019
Q1 | $391K | Buy |
8,336
+501
| +6% | +$23.4K | 0.16% | 122 |
|
|
2018
Q4 | $371K | Sell |
7,835
-392
| -5% | -$18.8K | 0.16% | 115 |
|
|
2018
Q3 | $380K | Sell |
8,227
-822
| -9% | -$37.6K | 0.14% | 130 |
|
|
2018
Q2 | $397K | Sell |
9,049
-1,363
| -13% | -$58.9K | 0.15% | 126 |
|
|
2018
Q1 | $452K | Sell |
10,412
-2,693
| -21% | -$121K | 0.19% | 120 |
|
|
2017
Q4 | $601K | Buy |
13,105
+2,197
| +20% | +$101K | 0.25% | 107 |
|
|
2017
Q3 | $491K | Sell |
10,908
-995
| -8% | -$45.3K | 0.22% | 112 |
|
|
2017
Q2 | $534K | Sell |
11,903
-438
| -4% | -$19.4K | 0.25% | 108 |
|
|
2017
Q1 | $524K | Sell |
12,341
-4,570
| -27% | -$191K | 0.25% | 109 |
|
|
2016
Q4 | $701K | Sell |
16,911
-180
| -1% | -$7.49K | 0.35% | 93 |
|
|
2016
Q3 | $723K | Sell |
17,091
-275
| -2% | -$12.1K | 0.4% | 87 |
|
|
2016
Q2 | $787K | Buy |
17,366
+100
| +0.6% | +$4.52K | 0.45% | 79 |
|
|
2016
Q1 | $801K | Sell |
17,266
-213
| -1% | -$9.27K | 0.48% | 75 |
|
|
2015
Q4 | $751K | Sell |
17,479
-5,790
| -25% | -$246K | 0.48% | 76 |
|
|
2015
Q3 | $934K | Buy |
23,269
+525
| +2% | +$21K | 0.64% | 57 |
|
|
2015
Q2 | $892K | Buy |
22,744
+741
| +3% | +$30.1K | 0.57% | 66 |
|
|
2015
Q1 | $892K | Buy |
+22,003
| New | +$920K | 0.55% | 69 |
|
Other funds holding KO
VCM
VPM
River Wealth Advisors's KO Position: Q1 2026 in Review
River Wealth Advisors reduced its Coca-Cola (KO) stake by 0.95% in Q1 2026, selling an estimated $5.75K and leaving 7,929 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #142.
River Wealth Advisors first reported a position in KO in Q1 2015 and has held it in 45 quarters since. The position peaked at $934K in Q3 2015. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- River Wealth Advisors held 7,929 shares of Coca-Cola worth $603K as of Q1 2026.
- River Wealth Advisors sold 76 Coca-Cola shares in Q1 2026, an estimated $5.75K.
- Coca-Cola made up 0.07% of River Wealth Advisors's portfolio in Q1 2026, its #142 holding.
- River Wealth Advisors first reported a position in Coca-Cola in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's Coca-Cola position peaked at $934K in Q3 2015.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.