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 Q2	$481K	Hold	5,920	–	–	0.04%	73
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RW Investment Management's KO Position: Q2 2026 in Review

RW Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 5,920 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #73.

RW Investment Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $522K in Q4 2022. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

RW Investment Management held 5,920 shares of Coca-Cola worth $481K as of Q2 2026.
RW Investment Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.04% of RW Investment Management's portfolio in Q2 2026, its #73 holding.
RW Investment Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Coca-Cola position peaked at $522K in Q4 2022.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.