IWP
KO icon

IAG Wealth Partners’s Coca-Cola KO Stock Holding History

IAG Wealth Partners’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 		$293K Sell
3,611
-195
-5% -$15.4K 0.03% 111
2026
Q1 		$289K Hold
3,806
– – 0.03% 105
2025
Q4 		$266K Buy
3,806
+228
+6% +$15.9K 0.03% 108
2025
Q3 		$237K Buy
3,578
+3
+0.1% +$206 0.03% 111
2025
Q2 		$253K Buy
3,575
+3
+0.1% +$214 0.03% 103
2025
Q1 		$256K Buy
3,572
+2,360
+195% +$158K 0.04% 97
2024
Q4 		$75.5K Buy
1,212
+805
+198% +$52.5K 0.01% 164
2024
Q3 		$29.3K Sell
407
-58
-12% -$3.97K 0.01% 241
2024
Q2 		$29.6K Buy
465
+63
+16% +$3.9K 0.01% 227
2024
Q1 		$24.6K Hold
402
– – 0.01% 224
2023
Q4 		$23.7K Buy
402
+347
+631% +$19.7K 0.01% 219
2023
Q3 		$3.08K Hold
55
– – ﹤0.01% 381
2023
Q2 		$3.31K Sell
55
-200
-78% -$12.4K ﹤0.01% 394
2023
Q1 		$15.8K Buy
255
+200
+364% +$12.1K ﹤0.01% 250
2022
Q4 		$3.5K Hold
55
– – ﹤0.01% 381
2022
Q3 		$3K Hold
55
– – ﹤0.01% 383
2022
Q2 		$3K Sell
55
-86
-61% -$5.45K ﹤0.01% 370
2022
Q1 		$9K Sell
141
-31
-18% -$1.89K ﹤0.01% 310
2021
Q4 		$10K Hold
172
– – ﹤0.01% 302
2021
Q3 		$10K Hold
172
– – ﹤0.01% 271
2021
Q2 		$10K Hold
172
– – ﹤0.01% 266
2021
Q1 		$10K Sell
172
-100
-37% -$5.03K ﹤0.01% 265
2020
Q4 		$15K Hold
272
– – 0.01% 192
2020
Q3 		$14K Hold
272
– – 0.01% 191
2020
Q2 		$13K Sell
272
-378
-58% -$17.4K 0.01% 195
2020
Q1 		$29K Hold
650
– – 0.02% 125
2019
Q4 		$36K Buy
+650
New +$34.9K 0.02% 131

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 $3.37T AUM 44.26% 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

IAG Wealth Partners's KO Position: Q2 2026 in Review

IAG Wealth Partners reduced its Coca-Cola (KO) stake by 5.1% in Q2 2026, selling an estimated $15.4K and leaving 3,611 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #111.

IAG Wealth Partners first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • IAG Wealth Partners held 3,611 shares of Coca-Cola worth $293K as of Q2 2026.
  • IAG Wealth Partners sold 195 Coca-Cola shares in Q2 2026, an estimated $15.4K.
  • Coca-Cola made up 0.03% of IAG Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • IAG Wealth Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.