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Innovative Asset Advisors Group’s Coca-Cola KO Stock Holding History

Innovative Asset Advisors Group’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 		$555K Sell
6,788
-1,129
-14% -$89.2K 0.24% 79
2026
Q1 		$606K Buy
+7,917
New +$599K 0.35% 55

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Innovative Asset Advisors Group's KO Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Coca-Cola (KO) stake by 14% in Q2 2026, selling an estimated $89.2K and leaving 6,788 shares worth $555K. The position accounts for 0.24% of the portfolio, ranked #79.

Innovative Asset Advisors Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. The position peaked at $606K in Q1 2026. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Innovative Asset Advisors Group held 6,788 shares of Coca-Cola worth $555K as of Q2 2026.
  • Innovative Asset Advisors Group sold 1,129 Coca-Cola shares in Q2 2026, an estimated $89.2K.
  • Coca-Cola made up 0.24% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #79 holding.
  • Innovative Asset Advisors Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Coca-Cola position peaked at $606K in Q1 2026.
  • 3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.