IAA
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Independent Advisor Alliance’s Coca-Cola KO Stock Holding History

Independent Advisor Alliance’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 		$18.2M Sell
238,848
-88,361
-27% -$6.68M 0.19% 108
2025
Q4 		$22.9M Buy
327,209
+10,758
+3% +$750K 0.56% 23
2025
Q3 		$21M Sell
316,451
-35,110
-10% -$2.42M 0.55% 25
2025
Q2 		$24.9M Sell
351,561
-62,964
-15% -$4.49M 0.72% 22
2025
Q1 		$29.7M Sell
414,525
-6,147
-1% -$411K 0.98% 17
2024
Q4 		$26.2M Sell
420,672
-113,953
-21% -$7.44M 0.35% 58
2024
Q3 		$38.4M Buy
534,625
+3,699
+0.7% +$253K 1.4% 10
2024
Q2 		$33.8M Sell
530,926
-25,180
-5% -$1.56M 1.16% 16
2024
Q1 		$34M Buy
556,106
+1,916
+0.3% +$115K 1.23% 14
2023
Q4 		$32.7M Buy
554,190
+13,798
+3% +$784K 1.18% 16
2023
Q3 		$30.3M Buy
540,392
+12,444
+2% +$746K 1.37% 12
2023
Q2 		$31.8M Buy
527,948
+110,493
+26% +$6.87M 1.4% 10
2023
Q1 		$25.9M Buy
417,455
+48,738
+13% +$2.95M 1.25% 12
2022
Q4 		$23.5K Buy
368,717
+9,805
+3% +$592K 0.01% 153
2022
Q3 		$20.1M Sell
358,912
-14,507
-4% -$902K 1.17% 12
2022
Q2 		$23.5M Buy
373,419
+37,855
+11% +$2.4M 1.31% 9
2022
Q1 		$20.8M Buy
335,564
+16,378
+5% +$996K 1% 16
2021
Q4 		$18.9M Buy
319,186
+9,964
+3% +$555K 0.93% 18
2021
Q3 		$16.2M Buy
309,222
+16,477
+6% +$918K 0.9% 22
2021
Q2 		$15.8M Sell
292,745
-33,310
-10% -$1.81M 0.87% 19
2021
Q1 		$17.2M Buy
326,055
+25,971
+9% +$1.31M 1.02% 15
2020
Q4 		$16.5M Buy
300,084
+16,593
+6% +$858K 1.12% 15
2020
Q3 		$14M Buy
283,491
+90,109
+47% +$4.33M 1.06% 14
2020
Q2 		$8.64M Buy
193,382
+6,621
+4% +$305K 0.92% 21
2020
Q1 		$8.26M Buy
186,761
+21,274
+13% +$1.15M 1.2% 18
2019
Q4 		$9.16M Buy
165,487
+6,524
+4% +$351K 0.4% 56
2019
Q3 		$8.62M Sell
158,963
-4,228
-3% -$226K 1.05% 24
2019
Q2 		$7.48M Buy
163,191
+52,016
+47% +$2.55M 1.08% 22
2019
Q1 		$5.21M Buy
111,175
+11,178
+11% +$523K 0.73% 33
2018
Q4 		$4.75M Buy
99,997
+16,553
+20% +$792K 0.84% 33
2018
Q3 		$3.74M Buy
83,444
+1,970
+2% +$90K 0.67% 35
2018
Q2 		$3.46M Buy
81,474
+1,781
+2% +$76.9K 0.72% 32
2018
Q1 		$3.4M Buy
79,693
+6,038
+8% +$271K 0.76% 32
2017
Q4 		$3.39M Buy
73,655
+11,715
+19% +$539K 0.76% 33
2017
Q3 		$2.81M Buy
61,940
+7,581
+14% +$345K 0.77% 32
2017
Q2 		$2.41M Buy
54,359
+28,015
+106% +$1.24M 0.77% 33
2017
Q1 		$1.12M Buy
26,344
+5,030
+24% +$210K 0.18% 149
2016
Q4 		$881K Buy
+21,314
New +$887K 0.38% 79

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

Independent Advisor Alliance's KO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Coca-Cola (KO) stake by 27% in Q1 2026, selling an estimated $6.68M and leaving 238,848 shares worth $18.2M. The position accounts for 0.19% of the portfolio, ranked #108.

Independent Advisor Alliance first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $38.4M in Q3 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Independent Advisor Alliance held 238,848 shares of Coca-Cola worth $18.2M as of Q1 2026.
  • Independent Advisor Alliance sold 88,361 Coca-Cola shares in Q1 2026, an estimated $6.68M.
  • Coca-Cola made up 0.19% of Independent Advisor Alliance's portfolio in Q1 2026, its #108 holding.
  • Independent Advisor Alliance first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Coca-Cola position peaked at $38.4M in Q3 2024.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.