IWN
KO icon

Independent Wealth Network’s Coca-Cola KO Stock Holding History

Independent Wealth Network’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 		$303K Sell
3,724
-5
-0.1% -$395 0.08% 244
2026
Q1 		$284K Sell
3,729
-2
-0.1% -$151 0.08% 225
2025
Q4 		$261K Sell
3,731
-251
-6% -$17.5K 0.08% 228
2025
Q3 		$264K Sell
3,982
-66
-2% -$4.54K 0.08% 227
2025
Q2 		$286K Sell
4,048
-1,114
-22% -$79.4K 0.1% 199
2025
Q1 		$370K Sell
5,162
-34
-0.7% -$2.27K 0.15% 160
2024
Q4 		$323K Buy
5,196
+117
+2% +$7.64K 0.13% 168
2024
Q3 		$365K Sell
5,079
-99
-2% -$6.78K 0.16% 145
2024
Q2 		$330K Sell
5,178
-252
-5% -$15.6K 0.15% 153
2024
Q1 		$332K Buy
5,430
+1,772
+48% +$106K 0.16% 156
2023
Q4 		$216K Buy
3,658
+36
+1% +$2.04K 0.11% 192
2023
Q3 		$203K Sell
3,622
-45
-1% -$2.7K 0.12% 187
2023
Q2 		$221K Buy
3,667
+211
+6% +$13.1K 0.13% 181
2023
Q1 		$214K Buy
3,456
+27
+0.8% +$1.64K 0.14% 175
2022
Q4 		$218K Buy
+3,429
New +$207K 0.15% 164
2022
Q3 		– Sell
-3,553
Closed -$224K – 186
2022
Q2 		$224K Sell
3,553
-121
-3% -$7.67K 0.16% 157
2022
Q1 		$228K Sell
3,674
-10
-0.3% -$608 0.14% 171
2021
Q4 		$218K Buy
+3,684
New +$205K 0.13% 184

Other funds holding KO

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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Independent Wealth Network's KO Position: Q2 2026 in Review

Independent Wealth Network reduced its Coca-Cola (KO) stake by 0.13% in Q2 2026, selling an estimated $395 and leaving 3,724 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #244.

Independent Wealth Network first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $370K in Q1 2025. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Independent Wealth Network held 3,724 shares of Coca-Cola worth $303K as of Q2 2026.
  • Independent Wealth Network sold 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #244 holding.
  • Independent Wealth Network first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Independent Wealth Network's Coca-Cola position peaked at $370K in Q1 2025.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.