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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Intellus Advisors's KO Position: Q1 2026 in Review

Intellus Advisors increased its Coca-Cola (KO) stake by 2.8% in Q1 2026, buying an estimated $9.45K and bringing the position to 4,559 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #95.

Intellus Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Intellus Advisors held 4,559 shares of Coca-Cola worth $347K as of Q1 2026.
  • Intellus Advisors bought 125 Coca-Cola shares in Q1 2026, an estimated $9.45K.
  • Coca-Cola made up 0.05% of Intellus Advisors's portfolio in Q1 2026, its #95 holding.
  • Intellus Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.