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Integrity Alliance’s Coca-Cola KO Stock Holding History

Integrity Alliance’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 		$4.16M Buy
51,167
+2,403
+5% +$190K 0.13% 140
2026
Q1 		$3.71M Buy
48,764
+3
+0% +$227 0.14% 136
2025
Q4 		$3.41M Buy
48,761
+12,040
+33% +$839K 0.12% 148
2025
Q3 		$2.44M Buy
36,721
+13,631
+59% +$938K 0.11% 145
2025
Q2 		$1.63M Sell
23,090
-45,795
-66% -$3.26M 0.09% 161
2025
Q1 		$4.93M Buy
68,885
+46,288
+205% +$3.09M 0.2% 104
2024
Q4 		$1.41M Buy
+22,597
New +$1.48M 0.15% 85

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

Integrity Alliance's KO Position: Q2 2026 in Review

Integrity Alliance increased its Coca-Cola (KO) stake by 4.9% in Q2 2026, buying an estimated $190K and bringing the position to 51,167 shares worth $4.16M. The position accounts for 0.13% of the portfolio, ranked #140.

Integrity Alliance first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.93M in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Integrity Alliance held 51,167 shares of Coca-Cola worth $4.16M as of Q2 2026.
  • Integrity Alliance bought 2,403 Coca-Cola shares in Q2 2026, an estimated $190K.
  • Coca-Cola made up 0.13% of Integrity Alliance's portfolio in Q2 2026, its #140 holding.
  • Integrity Alliance first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Integrity Alliance's Coca-Cola position peaked at $4.93M in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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