Intergy Private Wealth
KO icon

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
Q3 		$251K Buy
2,917
+125
+4% +$10.8K 0.06% 113
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 $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Intergy Private Wealth's KO Position: Q3 2026 in Review

Intergy Private Wealth increased its Coca-Cola (KO) stake by 4.5% in Q3 2026, buying an estimated $10.8K and bringing the position to 2,917 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #113.

Intergy Private Wealth first reported a position in KO in Q1 2026 and has held it in 3 quarters since. 1,204 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Intergy Private Wealth held 2,917 shares of Coca-Cola worth $251K as of Q3 2026.
  • Intergy Private Wealth bought 125 Coca-Cola shares in Q3 2026, an estimated $10.8K.
  • Coca-Cola made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #113 holding.
  • Intergy Private Wealth first reported a position in Coca-Cola in Q1 2026 and has held it in 3 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.