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Intellectus Partners’s Coca-Cola KO Stock Holding History

Intellectus Partners’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 		$950K Buy
11,608
+133
+1% +$10.5K 0.16% 147
2026
Q1 		$879K Buy
+11,475
New +$867K 0.18% 144
2024
Q3 		– Sell
-13,503
Closed -$866K – 278
2024
Q2 		$866K Buy
13,503
+1,302
+11% +$80.6K 0.24% 116
2024
Q1 		$752K Buy
+12,201
New +$733K 0.2% 141
2022
Q1 		– Sell
-12,353
Closed -$731K – 252
2021
Q4 		$731K Buy
12,353
+35
+0.3% +$1.95K 0.19% 147
2021
Q3 		$651K Buy
12,318
+21
+0.2% +$1.17K 0.16% 160
2021
Q2 		$671K Buy
12,297
+291
+2% +$15.8K 0.15% 167
2021
Q1 		$638K Buy
+12,006
New +$604K 0.18% 161
2019
Q2 		– Sell
-1,412
Closed -$67K – 306
2019
Q1 		$67K Buy
1,412
+203
+17% +$9.49K 0.03% 238
2018
Q4 		$57K Sell
1,209
-3,236
-73% -$155K 0.04% 145
2018
Q3 		$207K Sell
4,445
-8,318
-65% -$380K 0.07% 234
2018
Q2 		$565K Sell
12,763
-286
-2% -$12.4K 0.21% 127
2018
Q1 		$572K Buy
13,049
+3,146
+32% +$141K 0.2% 122
2017
Q4 		$454K Buy
9,903
+5,234
+112% +$241K 0.17% 138
2017
Q3 		$212K Hold
4,669
– – 0.09% 224
2017
Q2 		$211K Sell
4,669
-6,060
-56% -$268K 0.1% 198
2017
Q1 		$459K Buy
10,729
+5,273
+97% +$220K 0.23% 114
2016
Q4 		$226K Buy
+5,456
New +$227K 0.12% 164

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

Intellectus Partners's KO Position: Q2 2026 in Review

Intellectus Partners increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 11,608 shares worth $950K. The position accounts for 0.16% of the portfolio, ranked #147.

Intellectus Partners first reported a position in KO in Q4 2016 and has held it in 18 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Intellectus Partners held 11,608 shares of Coca-Cola worth $950K as of Q2 2026.
  • Intellectus Partners bought 133 Coca-Cola shares in Q2 2026, an estimated $10.5K.
  • Coca-Cola made up 0.16% of Intellectus Partners's portfolio in Q2 2026, its #147 holding.
  • Intellectus Partners first reported a position in Coca-Cola in Q4 2016 and has held it in 18 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.