IMA Advisory Services’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
Q2 | $578K | Sell |
7,074
-1,375
| -16% | -$109K | 0.04% | 226 |
|
|
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
IMA Advisory Services's KO Position: Q2 2026 in Review
IMA Advisory Services reduced its Coca-Cola (KO) stake by 16% in Q2 2026, selling an estimated $109K and leaving 7,074 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #226.
IMA Advisory Services first reported a position in KO in Q2 2018 and has held it in 30 quarters since. The position peaked at $647K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- IMA Advisory Services held 7,074 shares of Coca-Cola worth $578K as of Q2 2026.
- IMA Advisory Services sold 1,375 Coca-Cola shares in Q2 2026, an estimated $109K.
- Coca-Cola made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #226 holding.
- IMA Advisory Services first reported a position in Coca-Cola in Q2 2018 and has held it in 30 quarters since.
- IMA Advisory Services's Coca-Cola position peaked at $647K in Q1 2026.
- 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.