RMR Wealth Builders
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RMR Wealth Builders’s Coca-Cola KO Stock Holding History

RMR Wealth Builders’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 		$1.8M Buy
20,807
+138
+0.7% +$12K 0.11% 94
2026
Q2 		$1.69M Buy
20,669
+1,171
+6% +$92.5K 0.11% 96
2026
Q1 		$1.49M Sell
19,498
-386
-2% -$29.2K 0.12% 95
2025
Q4 		$1.39M Buy
19,884
+367
+2% +$25.6K 0.11% 97
2025
Q3 		$1.3M Sell
19,517
-1,282
-6% -$88.2K 0.11% 98
2025
Q2 		$1.48M Buy
20,799
+266
+1% +$18.9K 0.13% 90
2025
Q1 		$1.48M Buy
20,533
+1,213
+6% +$81K 0.16% 84
2024
Q4 		$1.2M Sell
19,320
-17,529
-48% -$1.14M 0.12% 94
2024
Q3 		$2.67M Sell
36,849
-384
-1% -$26.3K 0.28% 44
2024
Q2 		$2.37M Buy
37,233
+3,038
+9% +$188K 0.27% 47
2024
Q1 		$2.11M Buy
34,195
+3,444
+11% +$207K 0.25% 50
2023
Q4 		$1.81M Buy
30,751
+2,543
+9% +$144K 0.25% 45
2023
Q3 		$1.58M Buy
28,208
+8,360
+42% +$501K 0.25% 48
2023
Q2 		$1.2M Sell
19,848
-99
-0.5% -$6.16K 0.2% 55
2023
Q1 		$1.25M Buy
19,947
+563
+3% +$34.1K 0.24% 50
2022
Q4 		$1.23M Sell
19,384
-71
-0.4% -$4.29K 0.28% 41
2022
Q3 		$1.1M Buy
19,455
+246
+1% +$15.3K 0.27% 44
2022
Q2 		$1.22M Buy
19,209
+118
+0.6% +$7.48K 0.3% 46
2022
Q1 		$1.19M Buy
+19,091
New +$1.16M 0.26% 62
2021
Q4 		– Sell
-22,581
Closed -$1.19M – 164
2021
Q3 		$1.19M Sell
22,581
-14
-0.1% -$780 0.35% 46
2021
Q2 		$1.23M Sell
22,595
-1,268
-5% -$69K 0.4% 43
2021
Q1 		$1.26M Buy
23,863
+2,012
+9% +$101K 0.33% 45
2020
Q4 		$1.2M Sell
21,851
-2,676
-11% -$138K 0.59% 36
2020
Q3 		$1.21M Buy
24,527
+2,787
+13% +$134K 0.31% 55
2020
Q2 		$971K Buy
+21,740
New +$1M 0.87% 29
2019
Q4 		$1.22M Buy
+22,109
New +$1.19M 1.18% 21

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

RMR Wealth Builders's KO Position: Q3 2026 in Review

RMR Wealth Builders increased its Coca-Cola (KO) stake by 0.67% in Q3 2026, buying an estimated $12K and bringing the position to 20,807 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #94.

RMR Wealth Builders first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.67M in Q3 2024. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • RMR Wealth Builders held 20,807 shares of Coca-Cola worth $1.8M as of Q3 2026.
  • RMR Wealth Builders bought 138 Coca-Cola shares in Q3 2026, an estimated $12K.
  • Coca-Cola made up 0.11% of RMR Wealth Builders's portfolio in Q3 2026, its #94 holding.
  • RMR Wealth Builders first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Coca-Cola position peaked at $2.67M in Q3 2024.
  • 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.