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Integral Investment Advisors’s Coca-Cola KO Stock Holding History

Integral Investment 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 		$246K Buy
3,021
+1
+0% +$79 0.05% 163
2026
Q1 		$230K Hold
3,020
– – 0.06% 162
2025
Q4 		$211K Sell
3,020
-5
-0.2% -$349 0.05% 173
2025
Q3 		$201K Buy
3,025
+151
+5% +$10.4K 0.05% 161
2025
Q2 		$203K Sell
2,874
-63
-2% -$4.49K 0.06% 153
2025
Q1 		$210K Sell
2,937
-1,461
-33% -$97.6K 0.07% 150
2024
Q4 		$274K Sell
4,398
-213
-5% -$13.9K 0.09% 134
2024
Q3 		$331K Buy
4,611
+603
+15% +$41.3K 0.11% 124
2024
Q2 		$256K Sell
4,008
-133
-3% -$8.23K 0.09% 131
2024
Q1 		$253K Buy
+4,141
New +$249K 0.1% 129

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

Integral Investment Advisors's KO Position: Q2 2026 in Review

Integral Investment Advisors increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $79 and bringing the position to 3,021 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #163.

Integral Investment Advisors first reported a position in KO in Q1 2024 and has held it in 10 quarters since. The position peaked at $331K in Q3 2024. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Integral Investment Advisors held 3,021 shares of Coca-Cola worth $246K as of Q2 2026.
  • Integral Investment Advisors bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.05% of Integral Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • Integral Investment Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • Integral Investment Advisors's Coca-Cola position peaked at $331K in Q3 2024.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.