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 Q3	$298K	Buy	3,465 +397	+13%	+$34.4K	0.05%	104
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Intelligence Driven Advisers's KO Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Coca-Cola (KO) stake by 13% in Q3 2026, buying an estimated $34.4K and bringing the position to 3,465 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #104.

Intelligence Driven Advisers first reported a position in KO in Q4 2018 and has held it in 27 quarters since. The position peaked at $772K in Q2 2023. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Intelligence Driven Advisers held 3,465 shares of Coca-Cola worth $298K as of Q3 2026.
Intelligence Driven Advisers bought 397 Coca-Cola shares in Q3 2026, an estimated $34.4K.
Coca-Cola made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #104 holding.
Intelligence Driven Advisers first reported a position in Coca-Cola in Q4 2018 and has held it in 27 quarters since.
Intelligence Driven Advisers's Coca-Cola position peaked at $772K in Q2 2023.
217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.