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IFG Advisors’s Coca-Cola KO Stock Holding History

IFG 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
Q2 		$375K Hold
4,613
– – 0.05% 115
2026
Q1 		$351K Hold
4,613
– – 0.06% 111
2025
Q4 		$322K Buy
4,613
+1
+0% +$70 0.05% 113
2025
Q3 		$306K Buy
4,612
+510
+12% +$35.1K 0.05% 119
2025
Q2 		$290K Buy
4,102
+500
+14% +$35.6K 0.05% 131
2025
Q1 		$258K Hold
3,602
– – 0.05% 128
2024
Q4 		$224K Sell
3,602
-6,190
-63% -$404K 0.04% 136
2024
Q3 		$704K Hold
9,792
– – 0.15% 65
2024
Q2 		$623K Buy
9,792
+5
+0.1% +$310 0.15% 68
2024
Q1 		$599K Hold
9,787
– – 0.16% 65
2023
Q4 		$577K Buy
9,787
+1
+0% +$57 0.17% 64
2023
Q3 		$548K Hold
9,786
– – 0.19% 63
2023
Q2 		$589K Hold
9,786
– – 0.21% 58
2023
Q1 		$607K Hold
9,786
– – 0.24% 52
2022
Q4 		$622K Hold
9,786
– – 0.27% 47
2022
Q3 		$548K Buy
9,786
+188
+2% +$11.7K 0.28% 50
2022
Q2 		$604K Hold
9,598
– – 0.31% 47
2022
Q1 		$595K Hold
9,598
– – 0.26% 55
2021
Q4 		$568K Buy
9,598
+17
+0.2% +$947 0.24% 58
2021
Q3 		$503K Buy
9,581
+19
+0.2% +$1.06K 0.23% 60
2021
Q2 		$517K Buy
9,562
+24
+0.3% +$1.31K 0.25% 55
2021
Q1 		$503K Buy
+9,538
New +$480K 0.28% 50
2020
Q4 		– Sell
-9,538
Closed -$470K – 85
2020
Q3 		$470K Hold
9,538
– – 0.33% 44
2020
Q2 		$426K Sell
9,538
-7,896
-45% -$364K 0.34% 44
2020
Q1 		$771K Buy
17,434
+7,896
+83% +$426K 0.76% 17
2019
Q4 		$528K Hold
9,538
– – 0.44% 28
2019
Q3 		$519K Buy
+9,538
New +$511K 0.48% 26

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

IFG Advisors's KO Position: Q2 2026 in Review

IFG Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 4,613 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #115.

IFG Advisors first reported a position in KO in Q3 2019 and has held it in 27 quarters since. The position peaked at $771K in Q1 2020. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • IFG Advisors held 4,613 shares of Coca-Cola worth $375K as of Q2 2026.
  • IFG Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of IFG Advisors's portfolio in Q2 2026, its #115 holding.
  • IFG Advisors first reported a position in Coca-Cola in Q3 2019 and has held it in 27 quarters since.
  • IFG Advisors's Coca-Cola position peaked at $771K in Q1 2020.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.