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International Assets Investment Management’s Coca-Cola KO Stock Holding History

International Assets Investment Management’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 		$1.83M Buy
22,490
+377
+2% +$29.8K 0.11% 181
2026
Q1 		$1.68M Buy
22,113
+704
+3% +$53.2K 0.12% 165
2025
Q4 		$1.5M Buy
21,409
+820
+4% +$57.2K 0.1% 174
2025
Q3 		$1.48M Buy
20,589
+15
+0.1% +$1.03K 0.12% 162
2025
Q2 		$1.46M Sell
20,574
-3,263
-14% -$232K 0.12% 165
2025
Q1 		$1.71M Sell
23,837
-3,063
-11% -$205K 0.15% 131
2024
Q4 		$1.66M Sell
26,900
-1,717,402
-98% -$112M 0.14% 134
2024
Q3 		$24.3K Buy
1,744,302
+1,722,202
+7,793% +$118M 0.07% 246
2024
Q2 		$1.41M Sell
22,100
-519
-2% -$32.1K 0.13% 142
2024
Q1 		$1.37M Sell
22,619
-747
-3% -$44.9K 0.14% 152
2023
Q4 		$1.38M Sell
23,366
-1,206
-5% -$68.5K 0.18% 123
2023
Q3 		$1.37M Buy
24,572
+1,691
+7% +$101K 0.19% 111
2023
Q2 		$1.38M Sell
22,881
-17
-0.1% -$1.06K 0.19% 107
2023
Q1 		$1.42M Sell
22,898
-10,095
-31% -$611K 0.21% 96
2022
Q4 		$2.1M Buy
32,993
+12,815
+64% +$774K 0.22% 102
2022
Q3 		$1.13M Buy
20,178
+814
+4% +$50.6K 0.24% 90
2022
Q2 		$1.22K Sell
19,364
-482
-2% -$30.6K 0.11% 89
2022
Q1 		$1.23M Sell
19,846
-1,309
-6% -$79.6K 0.22% 101
2021
Q4 		$1.25M Sell
21,155
-1,596
-7% -$88.9K 0.22% 108
2021
Q3 		$1.19M Buy
22,751
+2,448
+12% +$136K 0.21% 120
2021
Q2 		$1.1M Sell
20,303
-28,411
-58% -$1.55M 0.2% 117
2021
Q1 		$2.62M Buy
48,714
+24,193
+99% +$1.22M 0.24% 85
2020
Q4 		$1.34M Buy
24,521
+5,753
+31% +$297K 0.24% 76
2020
Q3 		$927K Sell
18,768
-1,825
-9% -$87.8K 0.23% 98
2020
Q2 		$920K Sell
20,593
-4,848
-19% -$223K 0.22% 96
2020
Q1 		$1.13M Buy
+25,441
New +$1.37M 0.34% 58

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

International Assets Investment Management's KO Position: Q2 2026 in Review

International Assets Investment Management increased its Coca-Cola (KO) stake by 1.7% in Q2 2026, buying an estimated $29.8K and bringing the position to 22,490 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #181.

International Assets Investment Management first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.62M in Q1 2021. 1,904 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • International Assets Investment Management held 22,490 shares of Coca-Cola worth $1.83M as of Q2 2026.
  • International Assets Investment Management bought 377 Coca-Cola shares in Q2 2026, an estimated $29.8K.
  • Coca-Cola made up 0.11% of International Assets Investment Management's portfolio in Q2 2026, its #181 holding.
  • International Assets Investment Management first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • International Assets Investment Management's Coca-Cola position peaked at $2.62M in Q1 2021.
  • 1,904 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.