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RiverFront Investment Group’s Coca-Cola KO Stock Holding History

RiverFront Investment Group’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 		$22.3M Buy
293,014
+39,335
+16% +$2.97M 0.34% 58
2025
Q4 		$17.7M Buy
253,679
+95,410
+60% +$6.65M 0.29% 58
2025
Q3 		$10.5M Buy
158,269
+8,160
+5% +$562K 0.18% 64
2025
Q2 		$10.6M Buy
150,109
+19,611
+15% +$1.4M 0.21% 63
2025
Q1 		$9.35M Buy
130,498
+8,189
+7% +$547K 0.21% 66
2024
Q4 		$7.61M Buy
122,309
+17,263
+16% +$1.13M 0.17% 69
2024
Q3 		$7.55M Buy
105,046
+14,312
+16% +$980K 0.18% 64
2024
Q2 		$5.78M Sell
90,734
-4,252
-4% -$263K 0.15% 65
2024
Q1 		$5.81M Buy
94,986
+2,245
+2% +$135K 0.16% 62
2023
Q4 		$5.47M Buy
92,741
+638
+0.7% +$36.2K 0.17% 62
2023
Q3 		$5.16M Buy
92,103
+483
+0.5% +$29K 0.18% 60
2023
Q2 		$5.52M Sell
91,620
-3,374
-4% -$210K 0.18% 60
2023
Q1 		$5.89M Buy
94,994
+90,000
+1,802% +$5.45M 0.21% 53
2022
Q4 		$318K Buy
4,994
+194
+4% +$11.7K 0.07% 93
2022
Q3 		$269K Sell
4,800
-41
-0.8% -$2.55K 0.01% 85
2022
Q2 		$305K Hold
4,841
– – 0.01% 91
2022
Q1 		$300K Hold
4,841
– – 0.01% 93
2021
Q4 		$287K Hold
4,841
– – 0.01% 89
2021
Q3 		$254K Sell
4,841
-109
-2% -$6.08K 0.01% 78
2021
Q2 		$268K Buy
+4,950
New +$269K 0.01% 107

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

RiverFront Investment Group's KO Position: Q1 2026 in Review

RiverFront Investment Group increased its Coca-Cola (KO) stake by 16% in Q1 2026, buying an estimated $2.97M and bringing the position to 293,014 shares worth $22.3M. The position accounts for 0.34% of the portfolio, ranked #58.

RiverFront Investment Group first reported a position in KO in Q2 2021 and has held it in 20 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • RiverFront Investment Group held 293,014 shares of Coca-Cola worth $22.3M as of Q1 2026.
  • RiverFront Investment Group bought 39,335 Coca-Cola shares in Q1 2026, an estimated $2.97M.
  • Coca-Cola made up 0.34% of RiverFront Investment Group's portfolio in Q1 2026, its #58 holding.
  • RiverFront Investment Group first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.