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 Q2	$12K	Hold	148	–	–	0.01%	115
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFS Advisors's KO Position: Q2 2026 in Review

IFS Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 148 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #115.

IFS Advisors first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $17.8K in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

IFS Advisors held 148 shares of Coca-Cola worth $12K as of Q2 2026.
IFS Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.01% of IFS Advisors's portfolio in Q2 2026, its #115 holding.
IFS Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
IFS Advisors's Coca-Cola position peaked at $17.8K in Q1 2025.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.