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Intellus Advisors’s Coca-Cola KO Stock Holding History

Intellus Advisors’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 		$242K Sell
2,973
-1,586
-35% -$125K 0.03% 116
2026
Q1 		$347K Buy
4,559
+125
+3% +$9.45K 0.05% 95
2025
Q4 		$310K Hold
4,434
– – 0.04% 98
2025
Q3 		$294K Buy
4,434
+554
+14% +$38.1K 0.04% 106
2025
Q2 		$275K Hold
3,880
– – 0.04% 112
2025
Q1 		$278K Hold
3,880
– – 0.05% 99
2024
Q4 		$242K Buy
+3,880
New +$253K 0.04% 99

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

Intellus Advisors's KO Position: Q2 2026 in Review

Intellus Advisors reduced its Coca-Cola (KO) stake by 35% in Q2 2026, selling an estimated $125K and leaving 2,973 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #116.

Intellus Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Intellus Advisors held 2,973 shares of Coca-Cola worth $242K as of Q2 2026.
  • Intellus Advisors sold 1,586 Coca-Cola shares in Q2 2026, an estimated $125K.
  • Coca-Cola made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #116 holding.
  • Intellus Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Coca-Cola position peaked at $347K in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.