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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Capital Wealth Management's KO Position: Q1 2026 in Review

Royal Capital Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 14,279 shares worth $1.09M. The position accounts for 0.68% of the portfolio, ranked #29.

Royal Capital Wealth Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Royal Capital Wealth Management held 14,279 shares of Coca-Cola worth $1.09M as of Q1 2026.
  • Royal Capital Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.68% of Royal Capital Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Royal Capital Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Coca-Cola position peaked at $1.15M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.