iA Global Asset Management’s Coca-Cola KO Stock Holding History

iA Global Asset 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 Q1	$16.6M	Sell	218,410 -34,180	-14%	-$2.58M	0.24%	90
2025 Q4	$17.7M	Buy	252,590 +52,220	+26%	+$3.64M	0.23%	97
2025 Q3	$13.3M	Buy	200,370 +11,920	+6%	+$820K	0.18%	104
2025 Q2	$13.3M	Sell	188,450 -1,170	-0.6%	-$83.3K	0.2%	98
2025 Q1	$13.6M	Sell	189,620 -7,030	-4%	-$469K	0.23%	84
2024 Q4	$12.2M	Buy	196,650 +50,577	+35%	+$3.3M	0.21%	88
2024 Q3	$10.5M	Buy	146,073 +132,321	+962%	+$9.06M	0.18%	96
2024 Q2	$875K	Sell	13,752 -28,899	-68%	-$1.79M	0.02%	309
2024 Q1	$2.61M	Sell	42,651 -2,563	-6%	-$154K	0.05%	215
2023 Q4	$2.66M	Buy	45,214 +260	+0.6%	+$14.8K	0.06%	218
2023 Q3	$2.52M	Sell	44,954 -4,018	-8%	-$241K	0.07%	203
2023 Q2	$2.95M	Buy	+48,972	New	+$3.05M	0.08%	188

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return