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Indie Asset Partners’s Coca-Cola KO Stock Holding History

Indie Asset Partners’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 		$234K Sell
2,878
-125
-4% -$9.87K 0.22% 77
2026
Q1 		$228K Sell
3,003
-38
-1% -$2.87K 0.26% 76
2025
Q4 		$213K Sell
3,041
-107
-3% -$7.46K 0.24% 76
2025
Q3 		$209K Sell
3,148
-20
-0.6% -$1.38K 0.28% 72
2025
Q2 		$224K Sell
3,168
-5,483
-63% -$391K 0.41% 61
2025
Q1 		$620K Sell
8,651
-658
-7% -$43.9K 0.54% 33
2024
Q4 		$580K Sell
9,309
-82
-0.9% -$5.35K 0.46% 36
2024
Q3 		$675K Buy
9,391
+8
+0.1% +$548 0.51% 32
2024
Q2 		$597K Sell
9,383
-63
-0.7% -$3.9K 0.48% 33
2024
Q1 		$578K Buy
9,446
+71
+0.8% +$4.26K 0.51% 33
2023
Q4 		$552K Buy
9,375
+104
+1% +$5.91K 0.5% 30
2023
Q3 		$519K Buy
9,271
+1
+0% +$60 0.52% 28
2023
Q2 		$558K Buy
9,270
+50
+0.5% +$3.11K 0.61% 26
2023
Q1 		$572K Hold
9,220
– – 0.67% 26
2022
Q4 		$587K Hold
9,220
– – 0.64% 31
2022
Q3 		$517K Sell
9,220
-1,080
-10% -$67.1K 0.53% 33
2022
Q2 		$648K Buy
10,300
+1,000
+11% +$63.4K 0.57% 31
2022
Q1 		$577K Hold
9,300
– – 0.43% 38
2021
Q4 		$551K Buy
9,300
+100
+1% +$5.57K 0.4% 44
2021
Q3 		$483K Sell
9,200
-149
-2% -$8.31K 0.39% 54
2021
Q2 		$506K Sell
9,349
-603
-6% -$32.8K 0.41% 52
2021
Q1 		$525K Sell
9,952
-400
-4% -$20.1K 0.6% 49
2020
Q4 		$568K Buy
10,352
+2
+0% +$103 0.66% 36
2020
Q3 		$511K Hold
10,350
– – 0.64% 42
2020
Q2 		$494K Sell
10,350
-499
-5% -$23K 0.62% 42
2020
Q1 		$480K Buy
10,849
+250
+2% +$13.5K 0.6% 36
2019
Q4 		$587K Buy
+10,599
New +$570K 0.62% 33

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Indie Asset Partners's KO Position: Q2 2026 in Review

Indie Asset Partners reduced its Coca-Cola (KO) stake by 4.2% in Q2 2026, selling an estimated $9.87K and leaving 2,878 shares worth $234K. The position accounts for 0.22% of the portfolio, ranked #77.

Indie Asset Partners first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $675K in Q3 2024. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Indie Asset Partners held 2,878 shares of Coca-Cola worth $234K as of Q2 2026.
  • Indie Asset Partners sold 125 Coca-Cola shares in Q2 2026, an estimated $9.87K.
  • Coca-Cola made up 0.22% of Indie Asset Partners's portfolio in Q2 2026, its #77 holding.
  • Indie Asset Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Indie Asset Partners's Coca-Cola position peaked at $675K in Q3 2024.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.