Intentional Wealth Strategies’s Coca-Cola KO Stock Holding History

Intentional Wealth 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	–	Sell	-931	Closed	-$70.8K	–	515
2026 Q1	$70.8K	Buy	+931	New	+$70.4K	0.07%	130

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

Intentional Wealth Strategies's KO Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 931 shares — an estimated $70.8K sold.

Intentional Wealth Strategies first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $70.8K in Q1 2026. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Intentional Wealth Strategies reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 931 Coca-Cola shares in Q2 2026, an estimated $70.8K.
Intentional Wealth Strategies first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Coca-Cola position peaked at $70.8K in Q1 2026.
3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.