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RFG - Bristol Wealth Advisors, LLC → KO
RFG - Bristol Wealth Advisors, LLC KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
5
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.8M |
| Q4 2025 | $7.3M |
| Q1 2026 | $7.9M |
| Q2 2026 | $8.6M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 109.4K | — | — |
| Q2 2026 | $8.6M | 105.9K | — | — |
| Q1 2026 | $7.9M | 104.3K | — | — |
| Q4 2025 | $7.3M | 104.0K | — | — |
| Q3 2025 | $6.8M | 102.9K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B