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

Riverbend 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	$795K	Buy	9,788 +736	+8%	+$58.1K	0.4%	68
2026 Q1	$688K	Buy	9,052 +460	+5%	+$34.8K	0.39%	72
2025 Q4	$601K	Buy	8,592 +595	+7%	+$41.5K	0.37%	74
2025 Q3	$530K	Buy	7,997 +162	+2%	+$11.2K	0.37%	75
2025 Q2	$554K	Buy	7,835 +1,984	+34%	+$141K	0.42%	69
2025 Q1	$419K	Buy	5,851 +231	+4%	+$15.4K	0.37%	77
2024 Q4	$351K	Buy	+5,620	New	+$367K	0.31%	85

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

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

Riverbend Wealth Management increased its Coca-Cola (KO) stake by 8.1% in Q2 2026, buying an estimated $58.1K and bringing the position to 9,788 shares worth $795K. The position accounts for 0.4% of the portfolio, ranked #68.

Riverbend Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Riverbend Wealth Management held 9,788 shares of Coca-Cola worth $795K as of Q2 2026.
Riverbend Wealth Management bought 736 Coca-Cola shares in Q2 2026, an estimated $58.1K.
Coca-Cola made up 0.4% of Riverbend Wealth Management's portfolio in Q2 2026, its #68 holding.
Riverbend Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.