RW Investment Management’s Coca-Cola KO Stock Holding History

RW Investment 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	$450K	Buy	+5,920	New	+$448K	0.04%	72
2025 Q3	$393K	Sell	5,920 -500	-8%	-$34.4K	0.04%	74
2025 Q2	$454K	Buy	6,420 +500	+8%	+$35.6K	0.05%	68
2025 Q1	$424K	Sell	5,920 -507	-8%	-$33.9K	0.05%	64
2024 Q4	$400K	Hold	6,427	–	–	0.05%	69
2024 Q3	$462K	Hold	6,427	–	–	0.06%	64
2024 Q2	$409K	Hold	6,427	–	–	0.06%	66
2024 Q1	$393K	Sell	6,427 -745	-10%	-$44.8K	0.05%	69
2023 Q4	$423K	Sell	7,172 -200	-3%	-$11.4K	0.06%	59
2023 Q3	$413K	Hold	7,372	–	–	0.08%	59
2023 Q2	$444K	Hold	7,372	–	–	0.09%	54
2023 Q1	$457K	Sell	7,372 -829	-10%	-$50.2K	0.13%	53
2022 Q4	$522K	Buy	+8,201	New	+$495K	0.21%	45

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RW Investment Management's KO Position: Q1 2026 in Review

RW Investment Management opened a new position in Coca-Cola (KO) in Q1 2026: 5,920 shares worth $450K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings. This is a return to the name: RW Investment Management previously reported a position in KO as recently as Q3 2025.

RW Investment Management first reported a position in KO in Q4 2022 and has held it in 13 quarters since. The position peaked at $522K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

RW Investment Management held 5,920 shares of Coca-Cola worth $450K as of Q1 2026.
Coca-Cola was a new RW Investment Management position in Q1 2026.
Coca-Cola made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #72 holding.
RW Investment Management first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Coca-Cola position peaked at $522K in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.