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Royal Capital Wealth Management’s Coca-Cola KO Stock Holding History

Royal Capital 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 		$1.16M Buy
14,284
+5
+0% +$395 0.65% 30
2026
Q1 		$1.09M Hold
14,279
– – 0.68% 29
2025
Q4 		$998K Sell
14,279
-255
-2% -$17.8K 0.59% 31
2025
Q3 		$964K Sell
14,534
-573
-4% -$39.4K 0.59% 32
2025
Q2 		$1.07M Buy
15,107
+7
+0% +$499 0.71% 30
2025
Q1 		$1.08M Hold
15,100
– – 0.76% 30
2024
Q4 		$940K Sell
15,100
-466
-3% -$30.4K 0.66% 30
2024
Q3 		$1.12M Sell
15,566
-1,581
-9% -$108K 0.79% 29
2024
Q2 		$1.09M Buy
17,147
+10
+0.1% +$619 0.82% 28
2024
Q1 		$1.05M Hold
17,137
– – 0.82% 30
2023
Q4 		$1.01M Buy
17,137
+18
+0.1% +$1.02K 0.87% 30
2023
Q3 		$958K Sell
17,119
-252
-1% -$15.1K 0.92% 30
2023
Q2 		$1.05M Buy
17,371
+8
+0% +$498 0.99% 28
2023
Q1 		$1.08M Sell
17,363
-669
-4% -$40.5K 1.08% 27
2022
Q4 		$1.15M Buy
18,032
+66
+0.4% +$3.98K 1.22% 26
2022
Q3 		$1.01M Buy
17,966
+7
+0% +$435 1.17% 29
2022
Q2 		$1.13M Sell
17,959
-194
-1% -$12.3K 1.23% 28
2022
Q1 		$1.13M Buy
18,153
+49
+0.3% +$2.98K 1.1% 28
2021
Q4 		$1.07M Buy
+18,104
New +$1.01M 1.04% 30

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

Royal Capital Wealth Management's KO Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Coca-Cola (KO) stake by 0.04% in Q2 2026, buying an estimated $395 and bringing the position to 14,284 shares worth $1.16M. The position accounts for 0.65% of the portfolio, ranked #30.

Royal Capital Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Royal Capital Wealth Management held 14,284 shares of Coca-Cola worth $1.16M as of Q2 2026.
  • Royal Capital Wealth Management bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.65% of Royal Capital Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Royal Capital Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.