IWM
KO icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMG Wealth Management's KO Position: Q1 2026 in Review

IMG Wealth Management reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $27.4K and leaving 2,874 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #92.

IMG Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $226K in Q4 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • IMG Wealth Management held 2,874 shares of Coca-Cola worth $219K as of Q1 2026.
  • IMG Wealth Management sold 363 Coca-Cola shares in Q1 2026, an estimated $27.4K.
  • Coca-Cola made up 0.14% of IMG Wealth Management's portfolio in Q1 2026, its #92 holding.
  • IMG Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Coca-Cola position peaked at $226K in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.