RMR Capital Management’s Coca-Cola KO Stock Holding History

RMR Capital 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	$565K	Hold	6,957	–	–	0.39%	48
2026 Q1	$529K	Sell	6,957 -550	-7%	-$41.6K	0.38%	48
2025 Q4	$525K	Hold	7,507	–	–	0.38%	49
2025 Q3	$498K	Hold	7,507	–	–	0.35%	52
2025 Q2	$531K	Hold	7,507	–	–	0.38%	52
2025 Q1	$538K	Hold	7,507	–	–	0.38%	52
2024 Q4	$467K	Sell	7,507 -1,072	-12%	-$70K	0.35%	53
2024 Q3	$616K	Hold	8,579	–	–	0.51%	47
2024 Q2	$546K	Hold	8,579	–	–	0.5%	47
2024 Q1	$525K	Hold	8,579	–	–	0.48%	48
2023 Q4	$506K	Buy	+8,579	New	+$487K	0.58%	45

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

RMR Capital Management's KO Position: Q2 2026 in Review

RMR Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 6,957 shares worth $565K. The position accounts for 0.39% of the portfolio, ranked #48.

RMR Capital Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $616K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

RMR Capital Management held 6,957 shares of Coca-Cola worth $565K as of Q2 2026.
RMR Capital Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.39% of RMR Capital Management's portfolio in Q2 2026, its #48 holding.
RMR Capital Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
RMR Capital Management's Coca-Cola position peaked at $616K in Q3 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.