Riversedge Advisors
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Riversedge Advisors’s Coca-Cola KO Stock Holding History

Riversedge Advisors’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
Q3 		$686K Buy
7,973
+2,245
+39% +$195K 0.08% 103
2026
Q2 		$465K Buy
5,728
+1,040
+22% +$82.1K 0.06% 131
2026
Q1 		$356K Buy
4,688
+201
+4% +$15.2K 0.06% 119
2025
Q4 		$314K Buy
4,487
+283
+7% +$19.7K 0.05% 134
2025
Q3 		$279K Sell
4,204
-58
-1% -$3.99K 0.05% 136
2025
Q2 		$302K Sell
4,262
-42
-1% -$2.99K 0.06% 85
2025
Q1 		$308K Buy
4,304
+57
+1% +$3.81K 0.07% 87
2024
Q4 		$264K Sell
4,247
-305
-7% -$19.9K 0.06% 82
2024
Q3 		$327K Sell
4,552
-82
-2% -$5.62K 0.07% 67
2024
Q2 		$295K Buy
4,634
+149
+3% +$9.22K 0.07% 72
2024
Q1 		$274K Buy
4,485
+316
+8% +$19K 0.07% 72
2023
Q4 		$246K Buy
+4,169
New +$237K 0.07% 69

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Riversedge Advisors's KO Position: Q3 2026 in Review

Riversedge Advisors increased its Coca-Cola (KO) stake by 39% in Q3 2026, buying an estimated $195K and bringing the position to 7,973 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #103.

Riversedge Advisors first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Riversedge Advisors held 7,973 shares of Coca-Cola worth $686K as of Q3 2026.
  • Riversedge Advisors bought 2,245 Coca-Cola shares in Q3 2026, an estimated $195K.
  • Coca-Cola made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #103 holding.
  • Riversedge Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.