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Intergy Private Wealth’s Coca-Cola KO Stock Holding History

Intergy Private Wealth’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 		$227K Buy
2,792
+111
+4% +$8.77K 0.05% 128
2026
Q1 		$204K Buy
+2,681
New +$203K 0.06% 119

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Intergy Private Wealth's KO Position: Q2 2026 in Review

Intergy Private Wealth increased its Coca-Cola (KO) stake by 4.1% in Q2 2026, buying an estimated $8.77K and bringing the position to 2,792 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #128.

Intergy Private Wealth first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Intergy Private Wealth held 2,792 shares of Coca-Cola worth $227K as of Q2 2026.
  • Intergy Private Wealth bought 111 Coca-Cola shares in Q2 2026, an estimated $8.77K.
  • Coca-Cola made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Intergy Private Wealth first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 864 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.