International Private Wealth Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$303K Sell
3,988
-76
-2% -$5.75K 0.19% 123
2025
Q4
$284K Sell
4,064
-448
-10% -$31.2K 0.18% 122
2025
Q3
$299K Sell
4,512
-82
-2% -$5.64K 0.19% 121
2025
Q2
$325K Sell
4,594
-166
-3% -$11.8K 0.28% 105
2025
Q1
$341K Buy
+4,760
New +$318K 0.33% 94
2024
Q1
Sell
-4,307
Closed -$254K 125
2023
Q4
$254K Buy
+4,307
New +$245K 0.25% 66

Other funds holding KO

International Private Wealth Advisors's KO Position: Q1 2026 in Review

International Private Wealth Advisors reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $5.75K and leaving 3,988 shares worth $303K. The position accounts for 0.19% of the portfolio, ranked #123.

International Private Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 6 quarters since. The position peaked at $341K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • International Private Wealth Advisors held 3,988 shares of Coca-Cola worth $303K as of Q1 2026.
  • International Private Wealth Advisors sold 76 Coca-Cola shares in Q1 2026, an estimated $5.75K.
  • Coca-Cola made up 0.19% of International Private Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • International Private Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 6 quarters since.
  • International Private Wealth Advisors's Coca-Cola position peaked at $341K in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.