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

RMG 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 		$31.3K Buy
361
+228
+171% +$18K ﹤0.01% 204
2026
Q1 		$10.5K Buy
133
+58
+77% +$4.38K ﹤0.01% 286
2025
Q4 		$5.38K Hold
75
– – ﹤0.01% 304
2025
Q3 		$5.35K Hold
75
– – ﹤0.01% 250
2025
Q2 		$5.28K Buy
+75
New +$5.34K ﹤0.01% 254

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RMG Wealth Management increased its Coca-Cola (KO) stake by 171% in Q2 2026, buying an estimated $18K and bringing the position to 361 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

RMG Wealth Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • RMG Wealth Management held 361 shares of Coca-Cola worth $31.3K as of Q2 2026.
  • RMG Wealth Management bought 228 Coca-Cola shares in Q2 2026, an estimated $18K.
  • Coca-Cola made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #204 holding.
  • RMG Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.