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Intrua Financial’s Coca-Cola KO Stock Holding History

Intrua Financial’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 		$1.08M Sell
13,238
-544
-4% -$43K 0.1% 154
2026
Q1 		$1.05M Sell
13,782
-523
-4% -$39.5K 0.11% 149
2025
Q4 		$1M Sell
14,305
-386
-3% -$26.9K 0.11% 151
2025
Q3 		$974K Buy
14,691
+1,711
+13% +$118K 0.11% 149
2025
Q2 		$918K Sell
12,980
-98
-0.7% -$6.98K 0.12% 120
2025
Q1 		$937K Sell
13,078
-435
-3% -$29.1K 0.14% 116
2024
Q4 		$841K Sell
13,513
-3,555
-21% -$232K 0.13% 127
2024
Q3 		$1.23M Sell
17,068
-6,129
-26% -$420K 0.18% 103
2024
Q2 		$1.48M Sell
23,197
-187
-0.8% -$11.6K 0.22% 92
2024
Q1 		$1.43M Sell
23,384
-200
-0.8% -$12K 0.21% 102
2023
Q4 		$1.39M Sell
23,584
-464
-2% -$26.4K 0.2% 108
2023
Q3 		$1.35M Sell
24,048
-90
-0.4% -$5.4K 0.23% 98
2023
Q2 		$1.45M Buy
24,138
+8,049
+50% +$501K 0.25% 96
2023
Q1 		$1.03M Sell
16,089
-1,009
-6% -$61.1K 0.21% 104
2022
Q4 		$1.02M Sell
17,098
-604
-3% -$36.5K 0.24% 102
2022
Q3 		$992K Sell
17,702
-17,260
-49% -$1.07M 0.26% 87
2022
Q2 		$2.2M Sell
34,962
-1,611
-4% -$102K 0.47% 45
2022
Q1 		$2.27M Sell
36,573
-4,695
-11% -$286K 0.41% 48
2021
Q4 		$2.44M Sell
41,268
-676
-2% -$37.6K 0.43% 48
2021
Q3 		$2.33M Buy
41,944
+4,427
+12% +$247K 0.43% 45
2021
Q2 		$2.13M Buy
37,517
+391
+1% +$21.3K 0.51% 35
2021
Q1 		$1.99M Buy
37,126
+13,865
+60% +$698K 0.51% 38
2020
Q4 		$1.28M Buy
23,261
+417
+2% +$21.6K 0.57% 35
2020
Q3 		$1.22M Sell
22,844
-4,825
-17% -$232K 0.6% 29
2020
Q2 		$1.34M Buy
+27,669
New +$1.27M 0.51% 43

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Intrua Financial's KO Position: Q2 2026 in Review

Intrua Financial reduced its Coca-Cola (KO) stake by 3.9% in Q2 2026, selling an estimated $43K and leaving 13,238 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #154.

Intrua Financial first reported a position in KO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.44M in Q4 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Intrua Financial held 13,238 shares of Coca-Cola worth $1.08M as of Q2 2026.
  • Intrua Financial sold 544 Coca-Cola shares in Q2 2026, an estimated $43K.
  • Coca-Cola made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #154 holding.
  • Intrua Financial first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Coca-Cola position peaked at $2.44M in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.