IFS Advisors’s Coca-Cola KO Stock Holding History

IFS 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	$11.3K	Hold	148	–	–	0.01%	119
2025 Q4	$10.3K	Hold	148	–	–	0.01%	99
2025 Q3	$9.81K	Hold	148	–	–	0.01%	100
2025 Q2	$10.5K	Sell	148 -100	-40%	-$7.12K	0.01%	86
2025 Q1	$17.8K	Hold	248	–	–	0.01%	72
2024 Q4	$15.4K	Buy	248 +100	+68%	+$6.53K	0.01%	68
2024 Q3	$10.6K	Hold	148	–	–	0.01%	67
2024 Q2	$9.42K	Hold	148	–	–	0.01%	70
2024 Q1	$9.05K	Hold	148	–	–	0.01%	74
2023 Q4	$8.72K	Hold	148	–	–	0.01%	67
2023 Q3	$8.29K	Hold	148	–	–	0.02%	65
2023 Q2	$8.91K	Buy	148 +48	+48%	+$2.99K	0.02%	66
2023 Q1	$6.2K	Hold	100	–	–	0.03%	61
2022 Q4	$6.36K	Hold	100	–	–	0.01%	68
2022 Q3	$5K	Hold	100	–	–	0.01%	62
2022 Q2	$6K	Hold	100	–	–	0.02%	60
2022 Q1	$6K	Hold	100	–	–	0.01%	75
2021 Q4	$5K	Buy	+100	New	+$5.57K	﹤0.01%	85
2021 Q1	–	Sell	-100	Closed	-$5K	–	87
2020 Q4	$5K	Buy	+100	New	+$5.17K	﹤0.01%	125

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFS Advisors's KO Position: Q1 2026 in Review

IFS Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 148 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #119.

IFS Advisors first reported a position in KO in Q4 2020 and has held it in 19 quarters since. The position peaked at $17.8K in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

IFS Advisors held 148 shares of Coca-Cola worth $11.3K as of Q1 2026.
IFS Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #119 holding.
IFS Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Coca-Cola position peaked at $17.8K in Q1 2025.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.