IAM Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
IAM Advisory's KO Position: Q2 2026 in Review
IAM Advisory increased its Coca-Cola (KO) stake by 5.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,191 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #90.
IAM Advisory first reported a position in KO in Q3 2023 and has held it in 12 quarters since. The position peaked at $264K in Q3 2024. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- IAM Advisory held 3,191 shares of Coca-Cola worth $259K as of Q2 2026.
- IAM Advisory bought 157 Coca-Cola shares in Q2 2026, an estimated $12.4K.
- Coca-Cola made up 0.05% of IAM Advisory's portfolio in Q2 2026, its #90 holding.
- IAM Advisory first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
- IAM Advisory's Coca-Cola position peaked at $264K in Q3 2024.
- 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.