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Invested Advisors’s Coca-Cola KO Stock Holding History

Invested Advisors’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 		$223K Sell
2,743
-314
-10% -$24.8K 0.2% 137
2026
Q1 		$232K Sell
3,057
-266
-8% -$20.1K 0.23% 116
2025
Q4 		$232K Buy
+3,323
New +$232K 0.24% 116

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invested Advisors's KO Position: Q2 2026 in Review

Invested Advisors reduced its Coca-Cola (KO) stake by 10% in Q2 2026, selling an estimated $24.8K and leaving 2,743 shares worth $223K. The position accounts for 0.2% of the portfolio, ranked #137.

Invested Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q1 2026. 2,115 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Invested Advisors held 2,743 shares of Coca-Cola worth $223K as of Q2 2026.
  • Invested Advisors sold 314 Coca-Cola shares in Q2 2026, an estimated $24.8K.
  • Coca-Cola made up 0.2% of Invested Advisors's portfolio in Q2 2026, its #137 holding.
  • Invested Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Invested Advisors's Coca-Cola position peaked at $232K in Q1 2026.
  • 2,115 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.