Independent Investors Inc’s Coca-Cola KO Stock Holding History

Independent Investors Inc’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	$2.88M	Hold	35,496	–	–	0.55%	24
2026 Q1	$2.7M	Hold	35,496	–	–	0.54%	30
2025 Q4	$2.48M	Hold	35,496	–	–	0.46%	30
2025 Q3	$2.35M	Sell	35,496 -104	-0.3%	-$7.16K	0.45%	31
2025 Q2	$2.52M	Hold	35,600	–	–	0.55%	29
2025 Q1	$2.55M	Sell	35,600 -625	-2%	-$41.7K	0.54%	28
2024 Q4	$2.26M	Hold	36,225	–	–	0.45%	29
2024 Q3	$2.6M	Hold	36,225	–	–	0.53%	27
2024 Q2	$2.31M	Hold	36,225	–	–	0.51%	28
2024 Q1	$2.22M	Hold	36,225	–	–	0.53%	28
2023 Q4	$2.13M	Hold	36,225	–	–	0.49%	28
2023 Q3	$2.03M	Hold	36,225	–	–	0.51%	26
2023 Q2	$2.18M	Hold	36,225	–	–	0.51%	27
2023 Q1	$2.25M	Sell	36,225 -1,875	-5%	-$114K	0.56%	27
2022 Q4	$2.42M	Hold	38,100	–	–	0.67%	26
2022 Q3	$2.13M	Hold	38,100	–	–	0.61%	26
2022 Q2	$2.4M	Hold	38,100	–	–	0.65%	26
2022 Q1	$2.36M	Hold	38,100	–	–	0.53%	31
2021 Q4	$2.26M	Sell	38,100 -27	-0.1%	-$1.5K	0.48%	31
2021 Q3	$2M	Sell	38,127 -4,000	-9%	-$223K	0.5%	33
2021 Q2	$2.28M	Hold	42,127	–	–	0.56%	32
2021 Q1	$2.22M	Hold	42,127	–	–	0.59%	31
2020 Q4	$2.31M	Sell	42,127 -2,000	-5%	-$103K	0.61%	29
2020 Q3	$2.18M	Hold	44,127	–	–	0.63%	29
2020 Q2	$1.97M	Hold	44,127	–	–	0.66%	29
2020 Q1	$1.95M	Sell	44,127 -1,000	-2%	-$54K	0.81%	26
2019 Q4	$2.5M	Hold	45,127	–	–	0.83%	27
2019 Q3	$2.46M	Hold	45,127	–	–	0.92%	26
2019 Q2	$2.3M	Hold	45,127	–	–	0.89%	28
2019 Q1	$2.11M	Sell	45,127 -3,500	-7%	-$164K	0.82%	30
2018 Q4	$2.3M	Hold	48,627	–	–	1%	26
2018 Q3	$2.25M	Sell	48,627 -1,804	-4%	-$82.4K	0.79%	30
2018 Q2	$2.21M	Buy	50,431 +50	+0.1%	+$2.16K	0.87%	30
2018 Q1	$2.19M	Buy	50,381 +554	+1%	+$24.9K	0.87%	30
2017 Q4	$2.29M	Hold	49,827	–	–	0.89%	30
2017 Q3	$2.24M	Hold	49,827	–	–	0.93%	29
2017 Q2	$2.23M	Sell	49,827 -6,295	-11%	-$278K	0.97%	29
2017 Q1	$2.38M	Buy	56,122 +295	+0.5%	+$12.3K	1.01%	29
2016 Q4	$2.31M	Sell	55,827 -356	-0.6%	-$14.8K	1.07%	28
2016 Q3	$2.38M	Sell	56,183 -1,323	-2%	-$58K	1.1%	28
2016 Q2	$2.61M	Buy	57,506 +61	+0.1%	+$2.76K	1.26%	24
2016 Q1	$2.66M	Sell	57,445 -450	-0.8%	-$19.6K	1.28%	24
2015 Q4	$2.49M	Sell	57,895 -200	-0.3%	-$8.49K	1.2%	24
2015 Q3	$2.33M	Sell	58,095 -950	-2%	-$38K	1.16%	25
2015 Q2	$2.32M	Sell	59,045 -1,655	-3%	-$67.3K	1.05%	27
2015 Q1	$2.46M	Sell	60,700 -400	-0.7%	-$16.7K	1.12%	28
2014 Q4	$2.58M	Sell	61,100 -2,350	-4%	-$100K	1.14%	29
2014 Q3	$2.71M	Sell	63,450 -365	-0.6%	-$15.1K	1.22%	26
2014 Q2	$2.7M	Sell	63,815 -25,631	-29%	-$1.04M	1.22%	23
2014 Q1	$3.46M	Sell	89,446 -2,050	-2%	-$79.2K	1.66%	18
2013 Q4	$3.78M	Sell	91,496 -3,250	-3%	-$128K	1.82%	16
2013 Q3	$3.59M	Sell	94,746 -434	-0.5%	-$17.2K	1.89%	14
2013 Q2	$3.82M	Buy	+95,180	New	+$3.94M	2.11%	9

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Independent Investors Inc's KO Position: Q2 2026 in Review

Independent Investors Inc held its Coca-Cola (KO) position steady in Q2 2026 at 35,496 shares worth $2.88M. The position accounts for 0.55% of the portfolio, ranked #24.

Independent Investors Inc first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.82M in Q2 2013. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Independent Investors Inc held 35,496 shares of Coca-Cola worth $2.88M as of Q2 2026.
Independent Investors Inc left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.55% of Independent Investors Inc's portfolio in Q2 2026, its #24 holding.
Independent Investors Inc first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Independent Investors Inc's Coca-Cola position peaked at $3.82M in Q2 2013.
3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.