IW
KO icon

Instrumental Wealth’s Coca-Cola KO Stock Holding History

Instrumental Wealth’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 		$562K Buy
6,921
+286
+4% +$22.6K 0.28% 38
2026
Q1 		$505K Buy
6,635
+1,326
+25% +$100K 0.31% 33
2025
Q4 		$427K Buy
5,309
+192
+4% +$13.4K 0.26% 36
2025
Q3 		$353K Sell
5,117
-5
-0.1% -$344 0.25% 43
2025
Q2 		$355K Buy
5,122
+282
+6% +$20.1K 0.28% 39
2025
Q1 		$348K Buy
4,840
+92
+2% +$6.14K 0.32% 36
2024
Q4 		$339K Buy
4,748
+7
+0.1% +$457 0.32% 33
2024
Q3 		$333K Buy
4,741
+93
+2% +$6.37K 0.33% 31
2024
Q2 		$307K Buy
4,648
+55
+1% +$3.4K 0.32% 32
2024
Q1 		$284K Buy
4,593
+123
+3% +$7.39K 0.12% 32
2023
Q4 		$263K Sell
4,470
-77
-2% -$4.37K 0.28% 31
2023
Q3 		$246K Buy
4,547
+248
+6% +$14.9K 0.29% 29
2023
Q2 		$257K Sell
4,299
-71
-2% -$4.42K 0.31% 25
2023
Q1 		$278K Buy
+4,370
New +$265K 0.37% 21

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Instrumental Wealth's KO Position: Q2 2026 in Review

Instrumental Wealth increased its Coca-Cola (KO) stake by 4.3% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,921 shares worth $562K. The position accounts for 0.28% of the portfolio, ranked #38.

Instrumental Wealth first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 1,333 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Instrumental Wealth held 6,921 shares of Coca-Cola worth $562K as of Q2 2026.
  • Instrumental Wealth bought 286 Coca-Cola shares in Q2 2026, an estimated $22.6K.
  • Coca-Cola made up 0.28% of Instrumental Wealth's portfolio in Q2 2026, its #38 holding.
  • Instrumental Wealth first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.