Investmark Advisory Group’s Coca-Cola KO Stock Holding History

Investmark Advisory Group’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 Q1	$367K	Sell	4,828 -165	-3%	-$12.5K	0.16%	92
2025 Q4	$349K	Buy	4,993 +37	+0.7%	+$2.58K	0.15%	95
2025 Q3	$329K	Sell	4,956 -128	-3%	-$8.81K	0.14%	99
2025 Q2	$360K	Sell	5,084 -40	-0.8%	-$2.85K	0.17%	89
2025 Q1	$367K	Hold	5,124	–	–	0.18%	81
2024 Q4	$319K	Buy	5,124 +33	+0.6%	+$2.15K	0.16%	92
2024 Q3	$366K	Sell	5,091 -483	-9%	-$33.1K	0.18%	87
2024 Q2	$355K	Sell	5,574 -53	-0.9%	-$3.28K	0.19%	81
2024 Q1	$344K	Buy	5,627 +25	+0.4%	+$1.5K	0.19%	85
2023 Q4	$330K	Buy	5,602 +622	+12%	+$35.3K	0.19%	87
2023 Q3	$279K	Buy	4,980 +61	+1%	+$3.66K	0.19%	82
2023 Q2	$296K	Sell	4,919 -241	-5%	-$15K	0.2%	82
2023 Q1	$320K	Hold	5,160	–	–	0.24%	74
2022 Q4	$328K	Buy	5,160 +265	+5%	+$16K	0.24%	76
2022 Q3	$274K	Buy	4,895 +473	+11%	+$29.4K	0.25%	72
2022 Q2	$278K	Sell	4,422 -44	-1%	-$2.79K	0.27%	58
2022 Q1	$276K	Sell	4,466 -274	-6%	-$16.7K	0.28%	66
2021 Q4	$280K	Buy	+4,740	New	+$264K	0.26%	66

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investmark Advisory Group's KO Position: Q1 2026 in Review

Investmark Advisory Group reduced its Coca-Cola (KO) stake by 3.3% in Q1 2026, selling an estimated $12.5K and leaving 4,828 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #92.

Investmark Advisory Group first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Investmark Advisory Group held 4,828 shares of Coca-Cola worth $367K as of Q1 2026.
Investmark Advisory Group sold 165 Coca-Cola shares in Q1 2026, an estimated $12.5K.
Coca-Cola made up 0.16% of Investmark Advisory Group's portfolio in Q1 2026, its #92 holding.
Investmark Advisory Group first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.