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Integrated Advisors Network’s Coca-Cola KO Stock Holding History

Integrated Advisors Network’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 		$5.57M Sell
73,194
-4,829
-6% -$365K 0.29% 86
2025
Q4 		$5.45M Buy
78,023
+23,629
+43% +$1.65M 0.24% 100
2025
Q3 		$3.61M Buy
54,394
+501
+0.9% +$34.5K 0.15% 159
2025
Q2 		$3.81M Sell
53,893
-43,878
-45% -$3.13M 0.17% 144
2025
Q1 		$7M Buy
97,771
+45,663
+88% +$3.05M 0.35% 66
2024
Q4 		$3.24M Sell
52,108
-2,121
-4% -$138K 0.16% 155
2024
Q3 		$3.9M Sell
54,229
-4,501
-8% -$308K 0.18% 138
2024
Q2 		$3.74M Buy
58,730
+5,077
+9% +$314K 0.19% 135
2024
Q1 		$3.28M Buy
53,653
+23
+0% +$1.38K 0.17% 165
2023
Q4 		$3.16M Sell
53,630
-769
-1% -$43.7K 0.18% 155
2023
Q3 		$3.05M Sell
54,399
-46,930
-46% -$2.81M 0.19% 151
2023
Q2 		$6.1M Buy
101,329
+23,804
+31% +$1.48M 0.35% 66
2023
Q1 		$4.81M Buy
77,525
+121
+0.2% +$7.33K 0.29% 94
2022
Q4 		$4.92M Buy
77,404
+1,932
+3% +$117K 0.32% 89
2022
Q3 		$4.23M Sell
75,472
-9,340
-11% -$580K 0.29% 88
2022
Q2 		$5.33M Sell
84,812
-13,202
-13% -$837K 0.35% 73
2022
Q1 		$6.08M Buy
98,014
+71,598
+271% +$4.35M 0.36% 66
2021
Q4 		$1.56M Buy
26,416
+2,412
+10% +$134K 0.09% 204
2021
Q3 		$1.26M Buy
24,004
+2,377
+11% +$133K 0.08% 216
2021
Q2 		$1.17M Buy
21,627
+1,721
+9% +$93.6K 0.09% 210
2021
Q1 		$1.05M Sell
19,906
-47,518
-70% -$2.39M 0.1% 203
2020
Q4 		$3.7M Buy
67,424
+253
+0.4% +$13.1K 0.41% 64
2020
Q3 		$3.32M Buy
67,171
+2,864
+4% +$138K 0.42% 63
2020
Q2 		$2.87M Buy
64,307
+2,126
+3% +$97.9K 0.34% 82
2020
Q1 		$2.75M Buy
62,181
+2,892
+5% +$156K 0.54% 52
2019
Q4 		$3.28M Buy
+59,289
New +$3.19M 0.44% 64

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

Integrated Advisors Network's KO Position: Q1 2026 in Review

Integrated Advisors Network reduced its Coca-Cola (KO) stake by 6.2% in Q1 2026, selling an estimated $365K and leaving 73,194 shares worth $5.57M. The position accounts for 0.29% of the portfolio, ranked #86.

Integrated Advisors Network first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $7M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Integrated Advisors Network held 73,194 shares of Coca-Cola worth $5.57M as of Q1 2026.
  • Integrated Advisors Network sold 4,829 Coca-Cola shares in Q1 2026, an estimated $365K.
  • Coca-Cola made up 0.29% of Integrated Advisors Network's portfolio in Q1 2026, its #86 holding.
  • Integrated Advisors Network first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Coca-Cola position peaked at $7M in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.