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Integrated Investment Consultants’s Coca-Cola KO Stock Holding History

Integrated Investment Consultants’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 		$1.26M Sell
16,593
-148
-0.9% -$11.2K 0.27% 61
2025
Q4 		$1.17M Buy
16,741
+7,655
+84% +$534K 0.23% 73
2025
Q3 		$603K Buy
9,086
+296
+3% +$20.4K 0.1% 127
2025
Q2 		$622K Sell
8,790
-8,236
-48% -$587K 0.12% 122
2025
Q1 		$1.22M Sell
17,026
-3,838
-18% -$256K 0.24% 73
2024
Q4 		$1.3M Buy
20,864
+15,204
+269% +$992K 0.27% 69
2024
Q3 		$407K Sell
5,660
-738
-12% -$50.5K 0.09% 179
2024
Q2 		$391K Hold
6,398
– – 0.11% 160
2024
Q1 		$391K Buy
6,398
+1,311
+26% +$78.8K 0.11% 160
2023
Q4 		$300K Buy
5,087
+698
+16% +$39.6K 0.09% 185
2023
Q3 		$246K Sell
4,389
-649
-13% -$38.9K 0.09% 194
2023
Q2 		$303K Buy
+5,038
New +$313K 0.1% 187
2023
Q1 		– Sell
-3,516
Closed -$224K – 284
2022
Q4 		$224K Buy
+3,516
New +$212K 0.08% 217
2022
Q3 		– Sell
-3,972
Closed -$249K – 242
2022
Q2 		$249K Sell
3,972
-550
-12% -$34.9K 0.09% 189
2022
Q1 		$280K Sell
4,522
-2,739
-38% -$167K 0.08% 233
2021
Q4 		$429K Buy
7,261
+552
+8% +$30.7K 0.11% 159
2021
Q3 		$352K Buy
6,709
+192
+3% +$10.7K 0.1% 185
2021
Q2 		$352K Buy
6,517
+902
+16% +$49.1K 0.1% 188
2021
Q1 		$296K Sell
5,615
-381
-6% -$19.2K 0.1% 191
2020
Q4 		$329K Buy
5,996
+344
+6% +$17.8K 0.12% 153
2020
Q3 		$279K Buy
5,652
+154
+3% +$7.41K 0.13% 139
2020
Q2 		$246K Sell
5,498
-10
-0.2% -$461 0.12% 129
2020
Q1 		$244K Buy
5,508
+11
+0.2% +$594 0.14% 113
2019
Q4 		$304K Sell
5,497
-645
-11% -$34.7K 0.13% 115
2019
Q3 		$334K Sell
6,142
-1,798
-23% -$96.3K 0.17% 95
2019
Q2 		$404K Hold
7,940
– – 0.21% 85
2019
Q1 		$372K Buy
7,940
+1,400
+21% +$65.5K 0.2% 85
2018
Q4 		$310K Buy
6,540
+498
+8% +$23.8K 0.17% 94
2018
Q3 		$279K Hold
6,042
– – 0.14% 115
2018
Q2 		$265K Sell
6,042
-1,798
-23% -$77.7K 0.14% 114
2018
Q1 		$340K Buy
+7,840
New +$352K 0.13% 98
2017
Q3 		$321K Buy
7,126
+62
+0.9% +$2.82K 0.14% 92
2017
Q2 		$317K Sell
7,064
-178
-2% -$7.87K 0.14% 88
2017
Q1 		$307K Hold
7,242
– – 0.14% 93
2016
Q4 		$300K Buy
7,242
+800
+12% +$33.3K 0.14% 89
2016
Q3 		$269K Hold
6,442
– – 0.14% 98
2016
Q2 		$292K Buy
6,442
+1,284
+25% +$58K 0.17% 92
2016
Q1 		$242K Sell
5,158
-18
-0.3% -$783 0.14% 98
2015
Q4 		$218K Buy
+5,176
New +$220K 0.17% 98

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 Investment Consultants's KO Position: Q1 2026 in Review

Integrated Investment Consultants reduced its Coca-Cola (KO) stake by 0.88% in Q1 2026, selling an estimated $11.2K and leaving 16,593 shares worth $1.26M. The position accounts for 0.27% of the portfolio, ranked #61.

Integrated Investment Consultants first reported a position in KO in Q4 2015 and has held it in 39 quarters since. The position peaked at $1.3M in Q4 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Integrated Investment Consultants held 16,593 shares of Coca-Cola worth $1.26M as of Q1 2026.
  • Integrated Investment Consultants sold 148 Coca-Cola shares in Q1 2026, an estimated $11.2K.
  • Coca-Cola made up 0.27% of Integrated Investment Consultants's portfolio in Q1 2026, its #61 holding.
  • Integrated Investment Consultants first reported a position in Coca-Cola in Q4 2015 and has held it in 39 quarters since.
  • Integrated Investment Consultants's Coca-Cola position peaked at $1.3M in Q4 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.