RVW Wealth
KO icon

RVW Wealth’s Coca-Cola KO Stock Holding History

RVW Wealth’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 		$207K Buy
+2,407
New +$209K 0.01% 180
2023
Q4 		– Sell
-2,613
Closed -$146K – 258
2023
Q3 		$146K Buy
+2,613
New +$157K 0.02% 154

Other funds holding KO

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

RVW Wealth's KO Position: Q3 2026 in Review

RVW Wealth opened a new position in Coca-Cola (KO) in Q3 2026: 2,407 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: RVW Wealth previously reported a position in KO as recently as Q3 2023.

RVW Wealth first reported a position in KO in Q3 2023 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • RVW Wealth held 2,407 shares of Coca-Cola worth $207K as of Q3 2026.
  • Coca-Cola was a new RVW Wealth position in Q3 2026.
  • Coca-Cola made up 0.01% of RVW Wealth's portfolio in Q3 2026, its #180 holding.
  • RVW Wealth first reported a position in Coca-Cola in Q3 2023 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.