IMA Advisory Services’s Coca-Cola KO Stock Holding History

IMA Advisory Services’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	$647K	Buy	8,449 +5	+0.1%	+$378	0.06%	143
2025 Q4	$590K	Buy	8,444 +77	+0.9%	+$5.37K	0.06%	145
2025 Q3	$559K	Buy	8,367 +258	+3%	+$17.8K	0.06%	138
2025 Q2	$578K	Buy	8,109 +48	+0.6%	+$3.42K	0.06%	142
2025 Q1	$581K	Hold	8,061	–	–	0.07%	139
2024 Q4	$502K	Sell	8,061 -588	-7%	-$38.4K	0.06%	143
2024 Q3	$626K	Buy	+8,649	New	+$592K	0.14%	111
2023 Q4	–	Sell	-7,900	Closed	-$442K	–	176
2023 Q3	$442K	Hold	7,900	–	–	0.11%	118
2023 Q2	$476K	Hold	7,900	–	–	0.12%	115
2023 Q1	$490K	Hold	7,900	–	–	0.13%	114
2022 Q4	$503K	Hold	7,900	–	–	0.13%	112
2022 Q3	$443K	Sell	7,900 -112	-1%	-$6.96K	0.12%	112
2022 Q2	$504K	Buy	8,012 +6,167	+334%	+$391K	0.12%	111
2022 Q1	$114K	Hold	1,845	–	–	0.03%	139
2021 Q4	$109K	Buy	1,845 +23	+1%	+$1.28K	0.02%	153
2021 Q3	$96K	Buy	1,822 +11	+0.6%	+$613	0.02%	145
2021 Q2	$98K	Buy	1,811 +12	+0.7%	+$653	0.02%	144
2021 Q1	$95K	Hold	1,799	–	–	0.02%	141
2020 Q4	$99K	Sell	1,799 -581	-24%	-$30K	0.03%	133
2020 Q3	$117K	Buy	2,380 +406	+21%	+$19.5K	0.04%	132
2020 Q2	$88K	Buy	1,974 +14	+0.7%	+$645	0.03%	134
2020 Q1	$87K	Hold	1,960	–	–	0.04%	129
2019 Q4	$109K	Buy	1,960 +20	+1%	+$1.07K	0.04%	126
2019 Q3	$106K	Buy	1,940 +11	+0.6%	+$589	0.04%	128
2019 Q2	$98K	Buy	1,929 +11	+0.6%	+$539	0.04%	128
2019 Q1	$90K	Hold	1,918	–	–	0.03%	135
2018 Q4	$91K	Buy	1,918 +22	+1%	+$1.05K	0.04%	135
2018 Q3	$88K	Buy	1,896 +12	+0.6%	+$548	0.03%	137
2018 Q2	$83K	Buy	+1,884	New	+$81.4K	0.03%	142

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

IMA Advisory Services's KO Position: Q1 2026 in Review

IMA Advisory Services increased its Coca-Cola (KO) stake by 0.06% in Q1 2026, buying an estimated $378 and bringing the position to 8,449 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #143.

IMA Advisory Services first reported a position in KO in Q2 2018 and has held it in 29 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

IMA Advisory Services held 8,449 shares of Coca-Cola worth $647K as of Q1 2026.
IMA Advisory Services bought 5 Coca-Cola shares in Q1 2026, an estimated $378.
Coca-Cola made up 0.06% of IMA Advisory Services's portfolio in Q1 2026, its #143 holding.
IMA Advisory Services first reported a position in Coca-Cola in Q2 2018 and has held it in 29 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.