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Independent Solutions Wealth Management’s Coca-Cola KO Stock Holding History

Independent Solutions 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 		$4.37M Sell
53,795
-543
-1% -$42.9K 0.57% 48
2026
Q1 		$4.13M Buy
54,338
+1,824
+3% +$138K 0.61% 41
2025
Q4 		$3.67M Sell
52,514
-1,251
-2% -$87.2K 0.67% 45
2025
Q3 		$3.57M Buy
53,765
+1,222
+2% +$84.1K 0.63% 50
2025
Q2 		$3.72M Buy
52,543
+199
+0.4% +$14.2K 0.73% 43
2025
Q1 		$3.75M Buy
52,344
+1,435
+3% +$95.8K 0.84% 34
2024
Q4 		$3.17M Sell
50,909
-2,005
-4% -$131K 0.69% 42
2024
Q3 		$3.8M Sell
52,914
-7
-0% -$479 0.86% 33
2024
Q2 		$3.37M Buy
52,921
+199
+0.4% +$12.3K 0.77% 39
2024
Q1 		$3.23M Sell
52,722
-813
-2% -$48.8K 0.77% 40
2023
Q4 		$3.15M Buy
53,535
+1,940
+4% +$110K 0.81% 38
2023
Q3 		$2.89M Buy
51,595
+6,199
+14% +$372K 0.75% 37
2023
Q2 		$2.73M Buy
45,396
+4,869
+12% +$303K 0.69% 38
2023
Q1 		$2.51M Sell
40,527
-1,308
-3% -$79.2K 0.74% 36
2022
Q4 		$2.66M Buy
41,835
+1,626
+4% +$98.2K 0.81% 31
2022
Q3 		$2.25M Buy
40,209
+4,105
+11% +$255K 0.74% 35
2022
Q2 		$2.27M Buy
36,104
+2,520
+8% +$160K 0.71% 33
2022
Q1 		$2.08M Buy
33,584
+4,354
+15% +$265K 0.49% 49
2021
Q4 		$1.73M Buy
29,230
+2,634
+10% +$147K 0.41% 65
2021
Q3 		$1.4M Buy
26,596
+2,103
+9% +$117K 0.35% 72
2021
Q2 		$1.33M Buy
24,493
+9,625
+65% +$524K 0.32% 78
2021
Q1 		$784K Sell
14,868
-779
-5% -$39.2K 0.22% 89
2020
Q4 		$858K Buy
+15,647
New +$809K 0.27% 77

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Independent Solutions Wealth Management's KO Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Coca-Cola (KO) stake by 1% in Q2 2026, selling an estimated $42.9K and leaving 53,795 shares worth $4.37M. The position accounts for 0.57% of the portfolio, ranked #48.

Independent Solutions Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,660 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Independent Solutions Wealth Management held 53,795 shares of Coca-Cola worth $4.37M as of Q2 2026.
  • Independent Solutions Wealth Management sold 543 Coca-Cola shares in Q2 2026, an estimated $42.9K.
  • Coca-Cola made up 0.57% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Independent Solutions Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.