IFP Advisors’s Coca-Cola KO Stock Holding History

IFP 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	$5.74M	Buy	70,648 +1,987	+3%	+$157K	0.1%	215
2026 Q1	$5.22M	Buy	68,661 +2,799	+4%	+$212K	0.11%	213
2025 Q4	$4.6M	Buy	65,862 +5,194	+9%	+$362K	0.1%	210
2025 Q3	$4.02M	Sell	60,668 -476	-0.8%	-$32.8K	0.1%	208
2025 Q2	$4.42M	Sell	61,144 -1,309	-2%	-$93.2K	0.13%	182
2025 Q1	$4.47M	Sell	62,453 -64	-0.1%	-$4.27K	0.14%	162
2024 Q4	$3.89M	Buy	62,517 +14,872	+31%	+$971K	0.13%	175
2024 Q3	$3.42M	Buy	47,645 +4,193	+10%	+$287K	0.12%	176
2024 Q2	$2.77M	Buy	43,452 +1,257	+3%	+$77.8K	0.11%	196
2024 Q1	$2.58M	Buy	42,195 +2,669	+7%	+$160K	0.11%	193
2023 Q4	$2.33M	Sell	39,526 -12,196	-24%	-$693K	0.11%	206
2023 Q3	$2.9M	Sell	51,722 -4,013	-7%	-$241K	0.13%	158
2023 Q2	$3.36M	Sell	55,735 -4,046	-7%	-$252K	0.14%	147
2023 Q1	$2.56M	Sell	59,781 -69,382	-54%	-$4.2M	0.11%	187
2022 Q4	$5.55M	Sell	129,163 -15,843	-11%	-$956K	0.15%	123
2022 Q3	$6.23M	Buy	145,006 +13,870	+11%	+$862K	0.16%	126
2022 Q2	$5.64M	Hold	131,136	–	–	0.18%	122
2022 Q1	$5.64M	Buy	131,136 +73,128	+126%	+$4.45M	0.18%	122
2021 Q4	$3.44M	Sell	58,008 -3,558	-6%	-$198K	0.07%	167
2021 Q3	$3.23M	Buy	61,566 +6,730	+12%	+$375K	0.06%	183
2021 Q2	$2.94M	Sell	54,836 -15,797	-22%	-$859K	0.06%	182
2021 Q1	$3.72M	Buy	70,633 +9,927	+16%	+$500K	0.07%	131
2020 Q4	$3.31M	Buy	60,706 +12,754	+27%	+$659K	0.13%	128
2020 Q3	$2.37M	Sell	47,952 -16,588	-26%	-$798K	0.14%	147
2020 Q2	$2.85M	Buy	64,540 +20,637	+47%	+$951K	0.23%	93
2020 Q1	$1.95M	Sell	43,903 -551	-1%	-$29.8K	0.2%	121
2019 Q4	$2.47M	Sell	44,454 -20,199	-31%	-$1.09M	0.19%	128
2019 Q3	$3.52M	Buy	+64,653	New	+$3.46M	0.24%	98
2019 Q1	$2.76M	Sell	58,957 -57,719	-49%	-$2.7M	0.38%	53
2018 Q4	$5.51M	Sell	116,676 -21,352	-15%	-$1.02M	0.34%	63
2018 Q3	$6.38M	Sell	138,028 -7,829	-5%	-$358K	0.26%	82
2018 Q2	$6.4M	Sell	145,857 -1,560	-1%	-$67.4K	0.27%	79
2018 Q1	$6.76M	Hold	147,417	–	–	0.31%	70
2017 Q4	$6.76M	Sell	147,417 -159,874	-52%	-$7.35M	0.31%	70
2017 Q3	$13.8M	Sell	307,291 -691	-0.2%	-$31.4K	0.55%	28
2017 Q2	$13.8M	Sell	307,982 -4,413	-1%	-$195K	0.59%	25
2017 Q1	$13.3M	Sell	312,395 -14,437	-4%	-$602K	0.58%	23
2016 Q4	$13.6M	Buy	326,832 +105,775	+48%	+$4.4M	0.65%	21
2016 Q3	$9.36M	Sell	221,057 -4,407	-2%	-$193K	0.49%	32
2016 Q2	$10.2M	Buy	225,464 +166,507	+282%	+$7.52M	0.57%	22
2016 Q1	$2.76M	Sell	58,957 -106,065	-64%	-$4.62M	0.38%	53
2015 Q4	$7.09M	Buy	+165,022	New	+$7M	0.48%	40

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IFP Advisors's KO Position: Q2 2026 in Review

IFP Advisors increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $157K and bringing the position to 70,648 shares worth $5.74M. The position accounts for 0.1% of the portfolio, ranked #215.

IFP Advisors first reported a position in KO in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.8M in Q3 2017. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

IFP Advisors held 70,648 shares of Coca-Cola worth $5.74M as of Q2 2026.
IFP Advisors bought 1,987 Coca-Cola shares in Q2 2026, an estimated $157K.
Coca-Cola made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #215 holding.
IFP Advisors first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Coca-Cola position peaked at $13.8M in Q3 2017.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.