Index Fund Advisors’s Coca-Cola KO Stock Holding History

Index Fund Advisors’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	$479K	Buy	+6,301	New	+$476K	0.02%	85
2022 Q4	–	Sell	-9,350	Closed	-$524K	–	91
2022 Q3	$524K	Buy	9,350 +5	+0.1%	+$311	0.04%	46
2022 Q2	$588K	Buy	9,345 +404	+5%	+$25.6K	0.04%	44
2022 Q1	$554K	Sell	8,941 -782	-8%	-$47.6K	0.04%	52
2021 Q4	$576K	Buy	+9,723	New	+$541K	0.04%	54

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Index Fund Advisors's KO Position: Q1 2026 in Review

Index Fund Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 6,301 shares worth $479K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings. This is a return to the name: Index Fund Advisors previously reported a position in KO as recently as Q3 2022.

Index Fund Advisors first reported a position in KO in Q4 2021 and has held it in 5 quarters since. The position peaked at $588K in Q2 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Index Fund Advisors held 6,301 shares of Coca-Cola worth $479K as of Q1 2026.
Coca-Cola was a new Index Fund Advisors position in Q1 2026.
Coca-Cola made up 0.02% of Index Fund Advisors's portfolio in Q1 2026, its #85 holding.
Index Fund Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 5 quarters since.
Index Fund Advisors's Coca-Cola position peaked at $588K in Q2 2022.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.