IFG Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $134K | Sell |
1,760
-43,421
| -96% | -$3.28M | 0.38% | 63 |
|
|
2025
Q4 | $3.16M | Sell |
45,181
-1,318
| -3% | -$91.9K | 0.14% | 186 |
|
|
2025
Q3 | $3.08M | Sell |
46,499
-1,459
| -3% | -$100K | 0.14% | 177 |
|
|
2025
Q2 | $3.39M | Buy |
47,958
+1,239
| +3% | +$88.3K | 0.17% | 150 |
|
|
2025
Q1 | $3.35M | Sell |
46,719
-5,351
| -10% | -$357K | 0.19% | 140 |
|
|
2024
Q4 | $3.24M | Sell |
52,070
-1,534
| -3% | -$100K | 0.18% | 140 |
|
|
2024
Q3 | $3.85M | Sell |
53,604
-3,003
| -5% | -$206K | 0.25% | 123 |
|
|
2024
Q2 | $3.6M | Buy |
56,607
+10,667
| +23% | +$660K | 0.23% | 114 |
|
|
2024
Q1 | $2.81M | Buy |
45,940
+409
| +0.9% | +$24.6K | 0.21% | 136 |
|
|
2023
Q4 | $2.68M | Sell |
45,531
-6,230
| -12% | -$354K | 0.2% | 139 |
|
|
2023
Q3 | $2.9M | Buy |
51,761
+337
| +0.7% | +$20.2K | 0.24% | 110 |
|
|
2023
Q2 | $3.1M | Buy |
51,424
+1,623
| +3% | +$101K | 0.27% | 102 |
|
|
2023
Q1 | $3.09M | Sell |
49,801
-1,133
| -2% | -$68.6K | 0.29% | 81 |
|
|
2022
Q4 | $3.24M | Sell |
50,934
-9,978
| -16% | -$602K | 0.32% | 70 |
|
|
2022
Q3 | $3.41M | Buy |
60,912
+11,979
| +24% | +$745K | 0.31% | 70 |
|
|
2022
Q2 | $3.08M | Sell |
48,933
-29,835
| -38% | -$1.89M | 0.33% | 63 |
|
|
2022
Q1 | $4.88M | Sell |
78,768
-24,341
| -24% | -$1.48M | 0.49% | 44 |
|
|
2021
Q4 | $6.11M | Buy |
103,109
+4,356
| +4% | +$243K | 0.59% | 38 |
|
|
2021
Q3 | $5.18M | Buy |
98,753
+841
| +0.9% | +$46.9K | 0.56% | 37 |
|
|
2021
Q2 | $5.3M | Buy |
97,912
+35,827
| +58% | +$1.95M | 0.59% | 35 |
|
|
2021
Q1 | $3.27M | Sell |
62,085
-11,547
| -16% | -$581K | 0.41% | 56 |
|
|
2020
Q4 | $4.04M | Buy |
73,632
+14,828
| +25% | +$767K | 0.56% | 40 |
|
|
2020
Q3 | $2.9M | Buy |
58,804
+1,071
| +2% | +$51.5K | 0.47% | 47 |
|
|
2020
Q2 | $2.58M | Buy |
57,733
+1,129
| +2% | +$52K | 0.46% | 50 |
|
|
2020
Q1 | $2.5M | Buy |
56,604
+14,940
| +36% | +$807K | 0.56% | 41 |
|
|
2019
Q4 | $2.31M | Sell |
41,664
-8,631
| -17% | -$464K | 0.42% | 62 |
|
|
2019
Q3 | $2.74M | Sell |
50,295
-4,912
| -9% | -$263K | 0.53% | 43 |
|
|
2019
Q2 | $2.81M | Buy |
55,207
+1,803
| +3% | +$88.4K | 0.5% | 41 |
|
|
2019
Q1 | $2.5M | Sell |
53,404
-1,318
| -2% | -$61.6K | 0.48% | 45 |
|
|
2018
Q4 | $2.59M | Sell |
54,722
-3,694
| -6% | -$177K | 0.61% | 30 |
|
|
2018
Q3 | $2.7M | Buy |
58,416
+1,106
| +2% | +$50.5K | 0.51% | 39 |
|
|
2018
Q2 | $2.51M | Buy |
57,310
+2,426
| +4% | +$105K | 0.52% | 40 |
|
|
2018
Q1 | $2.38M | Buy |
54,884
+2,947
| +6% | +$132K | 0.53% | 38 |
|
|
2017
Q4 | $2.38M | Buy |
+51,937
| New | +$2.39M | 0.54% | 39 |
|
Other funds holding KO
VCM
VPM
IFG Advisory's KO Position: Q1 2026 in Review
IFG Advisory reduced its Coca-Cola (KO) stake by 96% in Q1 2026, selling an estimated $3.28M and leaving 1,760 shares worth $134K. The position accounts for 0.38% of the portfolio, ranked #63.
IFG Advisory first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.11M in Q4 2021. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- IFG Advisory held 1,760 shares of Coca-Cola worth $134K as of Q1 2026.
- IFG Advisory sold 43,421 Coca-Cola shares in Q1 2026, an estimated $3.28M.
- Coca-Cola made up 0.38% of IFG Advisory's portfolio in Q1 2026, its #63 holding.
- IFG Advisory first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's Coca-Cola position peaked at $6.11M in Q4 2021.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.