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Analyst IMS Investment Management Services’s Coca-Cola KO Stock Holding History

Analyst IMS Investment Management Services’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 		$323K Sell
3,980
-7,073
-64% -$559K 0.01% 135
2026
Q1 		$841K Buy
11,053
+5,964
+117% +$451K 0.03% 89
2025
Q4 		$356K Sell
5,089
-175
-3% -$12.2K 0.01% 112
2025
Q3 		$349K Sell
5,264
-19,926
-79% -$1.37M 0.01% 112
2025
Q2 		$1.78M Buy
25,190
+860
+4% +$61.3K 0.06% 68
2025
Q1 		$1.74M Sell
24,330
-2,069
-8% -$138K 0.07% 68
2024
Q4 		$1.64M Buy
26,399
+4,902
+23% +$320K 0.06% 67
2024
Q3 		$1.54M Buy
21,497
+15,674
+269% +$1.07M 0.06% 65
2024
Q2 		$371K Buy
+5,823
New +$360K 0.02% 109
2018
Q4 		– Sell
-2,400
Closed -$110 – 138
2018
Q3 		$110 Buy
+2,400
New +$110K 0.02% 117
2017
Q4 		– Sell
-36,638
Closed -$1.65M – 108
2017
Q3 		$1.65M Sell
36,638
-230
-0.6% -$10.5K 0.54% 38
2017
Q2 		$1.65M Hold
36,868
– – 0.59% 37
2017
Q1 		$1.56M Hold
36,868
– – 0.61% 37
2016
Q4 		$1.53M Sell
36,868
-623
-2% -$25.9K 0.67% 36
2016
Q3 		$1.59M Hold
37,491
– – 0.67% 37
2016
Q2 		$1.7M Sell
37,491
-2,084
-5% -$94.2K 0.72% 34
2016
Q1 		$1.84M Sell
39,575
-282
-0.7% -$12.3K 0.79% 35
2015
Q4 		$1.71M Hold
39,857
– – 0.71% 37
2015
Q3 		$1.6M Sell
39,857
-2,031
-5% -$81.3K 0.67% 42
2015
Q2 		$1.64M Sell
41,888
-142
-0.3% -$5.78K 0.64% 49
2015
Q1 		$1.7M Sell
42,030
-1,658
-4% -$69.3K 0.66% 43
2014
Q4 		$1.84M Buy
+43,688
New +$1.87M 0.71% 39

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Analyst IMS Investment Management Services's KO Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Coca-Cola (KO) stake by 64% in Q2 2026, selling an estimated $559K and leaving 3,980 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #135.

Analyst IMS Investment Management Services first reported a position in KO in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.84M in Q4 2014. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Analyst IMS Investment Management Services held 3,980 shares of Coca-Cola worth $323K as of Q2 2026.
  • Analyst IMS Investment Management Services sold 7,073 Coca-Cola shares in Q2 2026, an estimated $559K.
  • Coca-Cola made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #135 holding.
  • Analyst IMS Investment Management Services first reported a position in Coca-Cola in Q4 2014 and has held it in 22 quarters since.
  • Analyst IMS Investment Management Services's Coca-Cola position peaked at $1.84M in Q4 2014.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.