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RAFFA WEALTH MANAGEMENT, LLC’s Coca-Cola KO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$77.9K Buy
958
+109
+13% +$8.61K 0.01% 145
2026
Q1 		$64.6K Buy
849
+135
+19% +$10.2K 0.01% 144
2025
Q4 		$49.9K Buy
714
+156
+28% +$10.9K 0.01% 165
2025
Q3 		$37K Sell
558
-217
-28% -$14.9K 0.01% 184
2025
Q2 		$54.8K Buy
775
+306
+65% +$21.8K 0.01% 176
2025
Q1 		$33.6K Buy
469
+70
+18% +$4.67K 0.01% 168
2024
Q4 		$24.8K Buy
399
+60
+18% +$3.92K 0.01% 207
2024
Q3 		$24.4K Sell
339
-157
-32% -$10.8K 0.01% 199
2024
Q2 		$31.6K Hold
496
– – 0.01% 242
2024
Q1 		$30.3K Hold
496
– – 0.01% 236
2023
Q4 		$29.2K Sell
496
-512
-51% -$29.1K 0.01% 169
2023
Q3 		$56.4K Buy
1,008
+157
+18% +$9.42K 0.02% 122
2023
Q2 		$51.2K Buy
851
+31
+4% +$1.93K 0.02% 132
2023
Q1 		$50.9K Hold
820
– – 0.02% 147
2022
Q4 		$52.2K Sell
820
-46
-5% -$2.78K 0.02% 133
2022
Q3 		$48.5K Hold
866
– – 0.02% 133
2022
Q2 		$54.5K Hold
866
– – 0.02% 131
2022
Q1 		$53.7K Sell
866
-87
-9% -$5.29K 0.02% 138
2021
Q4 		$56.4K Buy
953
+87
+10% +$4.84K 0.02% 144
2021
Q3 		$45.4K Hold
866
– – 0.02% 140
2021
Q2 		$46.9K Buy
866
+345
+66% +$18.8K 0.02% 143
2021
Q1 		$27.5K Buy
521
+12
+2% +$604 0.01% 172
2020
Q4 		$27.9K Buy
509
+1
+0.2% +$52 0.01% 163
2020
Q3 		$25.1K Sell
508
-93
-15% -$4.47K 0.01% 161
2020
Q2 		$26.9K Sell
601
-72
-11% -$3.32K 0.01% 152
2020
Q1 		$29.9K Sell
673
-134
-17% -$7.24K 0.01% 134
2019
Q4 		$44.7K Hold
807
– – 0.02% 136
2019
Q3 		$43.9K Buy
+807
New +$43.2K 0.02% 138
2019
Q2 		– Sell
-532
Closed -$24.9K – 1087
2019
Q1 		$24.9K Hold
532
– – 0.01% 149
2018
Q4 		$25.2K Hold
532
– – 0.01% 162
2018
Q3 		$24.6K Buy
532
+60
+13% +$2.74K 0.01% 174
2018
Q2 		$20.7K Hold
472
– – 0.01% 170
2018
Q1 		$20.5K Buy
472
+372
+372% +$16.7K 0.01% 169
2017
Q4 		$4.59K Sell
100
-64
-39% -$2.94K ﹤0.01% 220
2017
Q3 		$7.38K Sell
164
-45
-22% -$2.05K ﹤0.01% 217
2017
Q2 		$9.37K Hold
209
– – ﹤0.01% 201
2017
Q1 		$8.87K Sell
209
-83
-28% -$3.46K ﹤0.01% 179
2016
Q4 		$12.1K Hold
292
– – 0.01% 166
2016
Q3 		$12.4K Hold
292
– – 0.01% 162
2016
Q2 		$13.2K Buy
292
+50
+21% +$2.26K 0.01% 155
2016
Q1 		$11.2K Hold
242
– – 0.01% 168
2015
Q4 		$10.4K Hold
242
– – 0.01% 170
2015
Q3 		$9.71K Hold
242
– – 0.01% 172
2015
Q2 		$9.49K Hold
242
– – 0.01% 167
2015
Q1 		$9.81K Buy
242
+59
+32% +$2.47K 0.01% 141
2014
Q4 		$7.73K Hold
183
– – ﹤0.01% 165
2014
Q3 		$7.81K Buy
183
+179
+4,475% +$7.4K 0.01% 164
2014
Q2 		$169 Buy
+4
New +$162 ﹤0.01% 276
2014
Q1 		– Sell
-183
Closed -$7.73K – 508
2013
Q4 		$7.73K Buy
+183
New +$7.22K ﹤0.01% 165

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's KO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $8.61K and bringing the position to 958 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #145.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KO in Q4 2013 and has held it in 49 quarters since. 1,361 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 958 shares of Coca-Cola worth $77.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 109 Coca-Cola shares in Q2 2026, an estimated $8.61K.
  • Coca-Cola made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #145 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Coca-Cola in Q4 2013 and has held it in 49 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.