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

ICW 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
Q1 		$2.68M Sell
35,259
-114
-0.3% -$8.62K 0.97% 38
2025
Q4 		$2.47M Buy
35,373
+107
+0.3% +$7.46K 0.9% 38
2025
Q3 		$2.34M Buy
35,266
+974
+3% +$67K 0.84% 43
2025
Q2 		$2.43M Buy
34,292
+255
+0.7% +$18.2K 0.96% 36
2025
Q1 		$2.44M Sell
34,037
-3
-0% -$200 0.99% 35
2024
Q4 		$2.12M Buy
34,040
+328
+1% +$21.4K 0.88% 44
2024
Q3 		$2.42M Buy
33,712
+296
+0.9% +$20.3K 1.01% 32
2024
Q2 		$2.13M Sell
33,416
-506
-1% -$31.3K 0.97% 35
2024
Q1 		$2.08M Buy
33,922
+5
+0% +$300 0.92% 39
2023
Q4 		$2M Buy
33,917
+587
+2% +$33.3K 0.97% 36
2023
Q3 		$1.87M Buy
33,330
+1,161
+4% +$69.6K 1% 38
2023
Q2 		$1.94M Buy
32,169
+792
+3% +$49.3K 1.04% 35
2023
Q1 		$1.95M Buy
31,377
+893
+3% +$54.1K 1.11% 34
2022
Q4 		$1.94M Buy
30,484
+56
+0.2% +$3.38K 1.16% 34
2022
Q3 		$1.71M Buy
30,428
+242
+0.8% +$15K 1.14% 31
2022
Q2 		$1.9M Buy
30,186
+111
+0.4% +$7.04K 1.21% 27
2022
Q1 		$1.86M Buy
30,075
+92
+0.3% +$5.59K 1.07% 36
2021
Q4 		$1.77M Buy
29,983
+1,234
+4% +$68.7K 0.99% 40
2021
Q3 		$1.51M Buy
28,749
+266
+0.9% +$14.8K 0.97% 43
2021
Q2 		$1.54M Buy
28,483
+485
+2% +$26.4K 1.01% 39
2021
Q1 		$1.48M Buy
27,998
+405
+1% +$20.4K 1.01% 38
2020
Q4 		$1.5M Sell
27,593
-261
-0.9% -$13.5K 1.07% 36
2020
Q3 		$1.38M Buy
27,854
+473
+2% +$22.7K 1.03% 37
2020
Q2 		$1.22M Buy
27,381
+113
+0.4% +$5.21K 0.99% 42
2020
Q1 		$1.21M Buy
27,268
+510
+2% +$27.5K 1.15% 30
2019
Q4 		$1.48M Buy
+26,758
New +$1.44M 1.2% 28

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ICW Investment Advisors's KO Position: Q1 2026 in Review

ICW Investment Advisors reduced its Coca-Cola (KO) stake by 0.32% in Q1 2026, selling an estimated $8.62K and leaving 35,259 shares worth $2.68M. The position accounts for 0.97% of the portfolio, ranked #38.

ICW Investment Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • ICW Investment Advisors held 35,259 shares of Coca-Cola worth $2.68M as of Q1 2026.
  • ICW Investment Advisors sold 114 Coca-Cola shares in Q1 2026, an estimated $8.62K.
  • Coca-Cola made up 0.97% of ICW Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • ICW Investment Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.