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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Indie Asset Partners's KO Position: Q1 2026 in Review

Indie Asset Partners reduced its Coca-Cola (KO) stake by 1.2% in Q1 2026, selling an estimated $2.87K and leaving 3,003 shares worth $228K. The position accounts for 0.26% of the portfolio, ranked #76.

Indie Asset Partners first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $675K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Indie Asset Partners held 3,003 shares of Coca-Cola worth $228K as of Q1 2026.
  • Indie Asset Partners sold 38 Coca-Cola shares in Q1 2026, an estimated $2.87K.
  • Coca-Cola made up 0.26% of Indie Asset Partners's portfolio in Q1 2026, its #76 holding.
  • Indie Asset Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's Coca-Cola position peaked at $675K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.