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 Q2	$536K	Buy	6,596 +295	+5%	+$23.3K	0.02%	88
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 $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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Index Fund Advisors's KO Position: Q2 2026 in Review

Index Fund Advisors increased its Coca-Cola (KO) stake by 4.7% in Q2 2026, buying an estimated $23.3K and bringing the position to 6,596 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #88.

Index Fund Advisors first reported a position in KO in Q4 2021 and has held it in 6 quarters since. The position peaked at $588K in Q2 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Index Fund Advisors held 6,596 shares of Coca-Cola worth $536K as of Q2 2026.
Index Fund Advisors bought 295 Coca-Cola shares in Q2 2026, an estimated $23.3K.
Coca-Cola made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #88 holding.
Index Fund Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 6 quarters since.
Index Fund Advisors's Coca-Cola position peaked at $588K in Q2 2022.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.