IAS
KO icon

Integrity Advisory Solutions’s Coca-Cola KO Stock Holding History

Integrity Advisory Solutions’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 		$664K Buy
8,175
+1,814
+29% +$143K 0.07% 160
2026
Q1 		$484K Buy
6,361
+1,155
+22% +$87.3K 0.06% 147
2025
Q4 		$364K Buy
5,206
+1,420
+38% +$99K 0.05% 167
2025
Q3 		$251K Buy
+3,786
New +$261K 0.04% 193

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Integrity Advisory Solutions's KO Position: Q2 2026 in Review

Integrity Advisory Solutions increased its Coca-Cola (KO) stake by 29% in Q2 2026, buying an estimated $143K and bringing the position to 8,175 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #160.

Integrity Advisory Solutions first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Integrity Advisory Solutions held 8,175 shares of Coca-Cola worth $664K as of Q2 2026.
  • Integrity Advisory Solutions bought 1,814 Coca-Cola shares in Q2 2026, an estimated $143K.
  • Coca-Cola made up 0.07% of Integrity Advisory Solutions's portfolio in Q2 2026, its #160 holding.
  • Integrity Advisory Solutions first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.