IA
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IAM Advisory’s Coca-Cola KO Stock Holding History

IAM Advisory’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 		$259K Buy
3,191
+157
+5% +$12.4K 0.05% 90
2026
Q1 		$231K Sell
3,034
-39
-1% -$2.95K 0.05% 91
2025
Q4 		$215K Sell
3,073
-108
-3% -$7.53K 0.05% 97
2025
Q3 		$211K Buy
3,181
+23
+0.7% +$1.58K 0.05% 99
2025
Q2 		$223K Buy
3,158
+302
+11% +$21.5K 0.05% 96
2025
Q1 		$205K Sell
2,856
-805
-22% -$53.8K 0.05% 99
2024
Q4 		$228K Sell
3,661
-7
-0.2% -$457 0.06% 97
2024
Q3 		$264K Buy
3,668
+28
+0.8% +$1.92K 0.07% 91
2024
Q2 		$232K Sell
3,640
-18
-0.5% -$1.11K 0.06% 92
2024
Q1 		$224K Buy
3,658
+98
+3% +$5.89K 0.06% 95
2023
Q4 		$210K Sell
3,560
-140
-4% -$7.95K 0.07% 91
2023
Q3 		$207K Buy
+3,700
New +$222K 0.07% 91

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return