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Independent Financial Group’s Coca-Cola KO Stock Holding History

Independent Financial Group’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 		$3.5M Sell
43,070
-1,028
-2% -$81.2K 0.07% 309
2026
Q1 		$3.35M Buy
44,098
+2,543
+6% +$192K 0.08% 267
2025
Q4 		$2.91M Buy
41,555
+491
+1% +$34.2K 0.06% 291
2025
Q3 		$2.72M Buy
41,064
+307
+0.8% +$21.1K 0.07% 298
2025
Q2 		$2.88M Buy
40,757
+615
+2% +$43.8K 0.08% 249
2025
Q1 		$2.87M Buy
40,142
+5,589
+16% +$373K 0.1% 205
2024
Q4 		$2.15M Buy
34,553
+1,270
+4% +$82.9K 0.07% 280
2024
Q3 		$2.39M Buy
33,283
+2,561
+8% +$175K 0.09% 230
2024
Q2 		$1.96M Buy
30,722
+2,289
+8% +$142K 0.08% 242
2024
Q1 		$1.74M Buy
28,433
+2,520
+10% +$151K 0.08% 246
2023
Q4 		$1.53M Sell
25,913
-212
-0.8% -$12K 0.08% 253
2023
Q3 		$1.46M Buy
26,125
+1,684
+7% +$101K 0.1% 237
2023
Q2 		$1.47M Buy
24,441
+1,018
+4% +$63.3K 0.1% 224
2023
Q1 		$1.45M Buy
23,423
+3,094
+15% +$187K 0.12% 200
2022
Q4 		$1.29M Sell
20,329
-415
-2% -$25.1K 0.11% 189
2022
Q3 		$1.16M Buy
20,744
+2,092
+11% +$130K 0.11% 190
2022
Q2 		$1.17M Sell
18,652
-89
-0.5% -$5.64K 0.13% 190
2022
Q1 		$1.16M Sell
18,741
-72
-0.4% -$4.38K 0.09% 211
2021
Q4 		$1.11M Buy
18,813
+885
+5% +$49.3K 0.09% 225
2021
Q3 		$941K Buy
17,928
+833
+5% +$46.4K 0.1% 225
2021
Q2 		$925K Sell
17,095
-687
-4% -$37.4K 0.1% 233
2021
Q1 		$937K Sell
17,782
-6,327
-26% -$318K 0.12% 193
2020
Q4 		$1.32M Buy
24,109
+462
+2% +$23.9K 0.19% 130
2020
Q3 		$1.17M Buy
23,647
+1,334
+6% +$64.2K 0.22% 112
2020
Q2 		$997K Sell
22,313
-285
-1% -$13.1K 0.22% 115
2020
Q1 		$1,000K Buy
+22,598
New +$1.22M 0.29% 84

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

Independent Financial Group's KO Position: Q2 2026 in Review

Independent Financial Group reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $81.2K and leaving 43,070 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #309.

Independent Financial Group first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 3,617 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Independent Financial Group held 43,070 shares of Coca-Cola worth $3.5M as of Q2 2026.
  • Independent Financial Group sold 1,028 Coca-Cola shares in Q2 2026, an estimated $81.2K.
  • Coca-Cola made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #309 holding.
  • Independent Financial Group first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.