Intelligence Driven Advisers’s Coca-Cola KO Stock Holding History

Intelligence Driven Advisers’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	$249K	Buy	+3,068	New	+$242K	0.04%	114
2025 Q4	–	Sell	-3,684	Closed	-$244K	–	142
2025 Q3	$244K	Hold	3,684	–	–	0.03%	103
2025 Q2	$261K	Buy	3,684 +217	+6%	+$15.5K	0.04%	94
2025 Q1	$248K	Sell	3,467 -1,252	-27%	-$83.6K	0.05%	81
2024 Q4	$294K	Sell	4,719 -36	-0.8%	-$2.35K	0.06%	74
2024 Q3	$342K	Buy	4,755 +983	+26%	+$67.3K	0.05%	78
2024 Q2	$240K	Buy	3,772 +412	+12%	+$25.5K	0.03%	93
2024 Q1	$206K	Buy	+3,360	New	+$202K	0.03%	94
2023 Q3	–	Sell	-12,748	Closed	-$772K	–	93
2023 Q2	$772K	Buy	12,748 +1,877	+17%	+$117K	0.14%	48
2023 Q1	$683K	Hold	10,871	–	–	0.12%	46
2022 Q4	$689K	Hold	10,871	–	–	0.13%	49
2022 Q3	$598K	Hold	10,871	–	–	0.12%	69
2022 Q2	$689K	Buy	10,871 +32	+0.3%	+$2.03K	0.14%	66
2022 Q1	$688K	Buy	10,839 +3,839	+55%	+$233K	0.13%	56
2021 Q4	$419K	Hold	7,000	–	–	0.08%	63
2021 Q3	$372K	Sell	7,000 -400	-5%	-$22.3K	0.08%	58
2021 Q2	$400K	Buy	+7,400	New	+$403K	0.08%	69
2021 Q1	–	Sell	-10,839	Closed	-$594K	–	85
2020 Q4	$594K	Sell	10,839 -453	-4%	-$23.4K	0.13%	54
2020 Q3	$557K	Sell	11,292 -213	-2%	-$10.2K	0.13%	45
2020 Q2	$514K	Sell	11,505 -74	-0.6%	-$3.41K	0.18%	55
2020 Q1	$512K	Buy	11,579 +74	+0.6%	+$4K	0.24%	52
2019 Q4	$637K	Sell	11,505 -182	-2%	-$9.79K	0.29%	45
2019 Q3	$636K	Sell	11,687 -739	-6%	-$39.6K	0.3%	45
2019 Q2	$633K	Sell	12,426 -700	-5%	-$34.3K	0.3%	52
2019 Q1	$615K	Buy	13,126 +305	+2%	+$14.3K	0.34%	43
2018 Q4	$607K	Buy	+12,821	New	+$614K	0.38%	43

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intelligence Driven Advisers's KO Position: Q2 2026 in Review

Intelligence Driven Advisers opened a new position in Coca-Cola (KO) in Q2 2026: 3,068 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings. This is a return to the name: Intelligence Driven Advisers previously reported a position in KO as recently as Q3 2025.

Intelligence Driven Advisers first reported a position in KO in Q4 2018 and has held it in 26 quarters since. The position peaked at $772K in Q2 2023. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Intelligence Driven Advisers held 3,068 shares of Coca-Cola worth $249K as of Q2 2026.
Coca-Cola was a new Intelligence Driven Advisers position in Q2 2026.
Coca-Cola made up 0.04% of Intelligence Driven Advisers's portfolio in Q2 2026, its #114 holding.
Intelligence Driven Advisers first reported a position in Coca-Cola in Q4 2018 and has held it in 26 quarters since.
Intelligence Driven Advisers's Coca-Cola position peaked at $772K in Q2 2023.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.