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IMG Wealth Management’s Coca-Cola KO Stock Holding History

IMG Wealth Management’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 		$241K Buy
2,965
+91
+3% +$7.19K 0.13% 92
2026
Q1 		$219K Sell
2,874
-363
-11% -$27.4K 0.14% 92
2025
Q4 		$226K Buy
3,237
+199
+7% +$13.9K 0.14% 92
2025
Q3 		$201K Hold
3,038
– – 0.14% 85
2025
Q2 		$215K Buy
3,038
+494
+19% +$35.2K 0.17% 78
2025
Q1 		$182K Hold
2,544
– – 0.16% 75
2024
Q4 		$158K Buy
+2,544
New +$166K 0.15% 78

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IMG Wealth Management's KO Position: Q2 2026 in Review

IMG Wealth Management increased its Coca-Cola (KO) stake by 3.2% in Q2 2026, buying an estimated $7.19K and bringing the position to 2,965 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #92.

IMG Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • IMG Wealth Management held 2,965 shares of Coca-Cola worth $241K as of Q2 2026.
  • IMG Wealth Management bought 91 Coca-Cola shares in Q2 2026, an estimated $7.19K.
  • Coca-Cola made up 0.13% of IMG Wealth Management's portfolio in Q2 2026, its #92 holding.
  • IMG Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.