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AssuredPartners Investment Advisors’s Coca-Cola KO Stock Holding History

AssuredPartners Investment Advisors’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 		$689K Buy
8,476
+703
+9% +$55.5K 0.07% 226
2026
Q1 		$600K Sell
7,773
-1,655
-18% -$125K 0.07% 225
2025
Q4 		$659K Buy
9,428
+2,816
+43% +$196K 0.1% 180
2025
Q3 		$439K Buy
6,612
+2,121
+47% +$146K 0.1% 150
2025
Q2 		$318K Sell
4,491
-2,778
-38% -$198K 0.08% 179
2025
Q1 		$521K Sell
7,269
-774
-10% -$51.7K 0.1% 196
2024
Q4 		$501K Buy
+8,043
New +$525K 0.1% 200

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssuredPartners Investment Advisors's KO Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Coca-Cola (KO) stake by 9% in Q2 2026, buying an estimated $55.5K and bringing the position to 8,476 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #226.

AssuredPartners Investment Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,650 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AssuredPartners Investment Advisors held 8,476 shares of Coca-Cola worth $689K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 703 Coca-Cola shares in Q2 2026, an estimated $55.5K.
  • Coca-Cola made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #226 holding.
  • AssuredPartners Investment Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,650 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.