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Intelligent Financial Strategies’s Coca-Cola KO Stock Holding History

Intelligent Financial Strategies’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 		$26.3K Buy
321
+2
+0.6% +$158 0.01% 52
2026
Q1 		$24.4K Hold
319
– – 0.01% 53
2025
Q4 		$22.3K Buy
319
+5
+2% +$349 0.01% 63
2025
Q3 		$21K Sell
314
-1,821
-85% -$125K 0.01% 65
2025
Q2 		$152K Buy
2,135
+2
+0.1% +$142 0.08% 38
2025
Q1 		$154K Hold
2,133
– – 0.08% 38
2024
Q4 		$133K Buy
2,133
+5
+0.2% +$326 0.07% 39
2024
Q3 		$154K Sell
2,128
-797
-27% -$54.6K 0.08% 40
2024
Q2 		$186K Buy
2,925
+3
+0.1% +$186 0.11% 39
2024
Q1 		$180K Hold
2,922
– – 0.11% 41
2023
Q4 		$172K Sell
2,922
-1,695
-37% -$96.3K 0.12% 42
2023
Q3 		$261K Buy
4,617
+2
+0% +$120 0.19% 39
2023
Q2 		$280K Buy
4,615
+8
+0.2% +$498 0.2% 40
2023
Q1 		$288K Hold
4,607
– – 0.23% 38
2022
Q4 		$293K Buy
4,607
+16
+0.3% +$966 0.25% 39
2022
Q3 		$257K Buy
4,591
+7
+0.2% +$435 0.27% 42
2022
Q2 		$288K Buy
4,584
+7
+0.2% +$444 0.29% 43
2022
Q1 		$284K Sell
4,577
-170
-4% -$10.3K 0.28% 40
2021
Q4 		$281K Buy
+4,747
New +$264K 0.25% 44

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Intelligent Financial Strategies's KO Position: Q2 2026 in Review

Intelligent Financial Strategies increased its Coca-Cola (KO) stake by 0.63% in Q2 2026, buying an estimated $158 and bringing the position to 321 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #52.

Intelligent Financial Strategies first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $293K in Q4 2022. 1,444 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Intelligent Financial Strategies held 321 shares of Coca-Cola worth $26.3K as of Q2 2026.
  • Intelligent Financial Strategies bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.01% of Intelligent Financial Strategies's portfolio in Q2 2026, its #52 holding.
  • Intelligent Financial Strategies first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Coca-Cola position peaked at $293K in Q4 2022.
  • 1,444 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.