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

RKL 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 Q1	$1.2M	Buy	15,777 +696	+5%	+$52.6K	0.11%	85
2025 Q4	$1.05M	Buy	15,081 +35	+0.2%	+$2.44K	0.09%	89
2025 Q3	$998K	Buy	15,046 +94	+0.6%	+$6.47K	0.09%	93
2025 Q2	$1.06M	Sell	14,952 -91	-0.6%	-$6.48K	0.09%	90
2025 Q1	$1.08M	Buy	15,043 +7,459	+98%	+$498K	0.1%	90
2024 Q4	$472K	Buy	7,584 +2,303	+44%	+$150K	0.04%	127
2024 Q3	$379K	Sell	5,281 -10	-0.2%	-$685	0.03%	118
2024 Q2	$337K	Buy	5,291 +949	+22%	+$58.7K	0.03%	114
2024 Q1	$266K	Sell	4,342 -675	-13%	-$40.5K	0.03%	128
2023 Q4	$296K	Buy	5,017 +89	+2%	+$5.05K	0.03%	119
2023 Q3	$276K	Sell	4,928 -89	-2%	-$5.34K	0.03%	113
2023 Q2	$302K	Sell	5,017 -433	-8%	-$26.9K	0.04%	114
2023 Q1	$338K	Sell	5,450 -399	-7%	-$24.2K	0.04%	108
2022 Q4	$372K	Buy	5,849 +148	+3%	+$8.94K	0.05%	105
2022 Q3	$319K	Sell	5,701 -32	-0.6%	-$1.99K	0.05%	113
2022 Q2	$361K	Buy	5,733 +385	+7%	+$24.4K	0.05%	105
2022 Q1	$332K	Buy	+5,348	New	+$325K	0.04%	115
2019 Q4	–	Sell	-4,157	Closed	-$225K	–	123
2019 Q3	$225K	Sell	4,157 -132	-3%	-$7.07K	0.04%	117
2019 Q2	$219K	Sell	4,289 -537	-11%	-$26.3K	0.04%	122
2019 Q1	$224K	Sell	4,826 -519	-10%	-$24.3K	0.04%	124
2018 Q4	$251K	Sell	5,345 -258	-5%	-$12.3K	0.06%	116
2018 Q3	$258K	Sell	5,603 -1,460	-21%	-$66.7K	0.05%	119
2018 Q2	$308K	Sell	7,063 -1,778	-20%	-$76.8K	0.07%	116
2018 Q1	$385K	Sell	8,841 -1,306	-13%	-$58.7K	0.09%	108
2017 Q4	$466K	Sell	10,147 -5,028	-33%	-$231K	0.12%	104
2017 Q3	$686K	Sell	15,175 -3,752	-20%	-$171K	0.19%	92
2017 Q2	$849K	Sell	18,927 -1,103	-6%	-$48.7K	0.27%	83
2017 Q1	$850K	Sell	20,030 -5,909	-23%	-$246K	0.34%	56
2016 Q4	$1.07M	Sell	25,939 -6,727	-21%	-$280K	0.52%	49
2016 Q3	$1.38M	Buy	32,666 +4,858	+17%	+$213K	0.7%	36
2016 Q2	$1.25M	Buy	27,808 +11,018	+66%	+$498K	0.65%	33
2016 Q1	$779K	Buy	+16,790	New	+$731K	0.45%	38
2015 Q2	–	Sell	-9,551	Closed	-$387K	–	53
2015 Q1	$387K	Sell	9,551 -1,943	-17%	-$81.3K	0.23%	43
2014 Q4	$485K	Buy	11,494 +475	+4%	+$20.3K	0.32%	40
2014 Q3	$470K	Buy	11,019 +214	+2%	+$8.85K	0.33%	41
2014 Q2	$458K	Sell	10,805 -1,045	-9%	-$42.4K	0.34%	41
2014 Q1	$458K	Buy	+11,850	New	+$458K	0.35%	40

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RKL Wealth Management's KO Position: Q1 2026 in Review

RKL Wealth Management increased its Coca-Cola (KO) stake by 4.6% in Q1 2026, buying an estimated $52.6K and bringing the position to 15,777 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #85.

RKL Wealth Management first reported a position in KO in Q1 2014 and has held it in 37 quarters since. The position peaked at $1.38M in Q3 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

RKL Wealth Management held 15,777 shares of Coca-Cola worth $1.2M as of Q1 2026.
RKL Wealth Management bought 696 Coca-Cola shares in Q1 2026, an estimated $52.6K.
Coca-Cola made up 0.11% of RKL Wealth Management's portfolio in Q1 2026, its #85 holding.
RKL Wealth Management first reported a position in Coca-Cola in Q1 2014 and has held it in 37 quarters since.
RKL Wealth Management's Coca-Cola position peaked at $1.38M in Q3 2016.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.