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

Investment 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
Q2 		$272K Buy
3,341
+279
+9% +$22K 0.06% 174
2026
Q1 		$233K Buy
+3,062
New +$231K 0.06% 176
2025
Q2 		– Sell
-3,233
Closed -$232K – 177
2025
Q1 		$232K Sell
3,233
-210
-6% -$14K 0.08% 150
2024
Q4 		$214K Buy
3,443
+65
+2% +$4.24K 0.07% 157
2024
Q3 		$243K Buy
3,378
+146
+5% +$10K 0.08% 149
2024
Q2 		$206K Buy
+3,232
New +$200K 0.08% 159
2024
Q1 		– Sell
-3,495
Closed -$206K – 162
2023
Q4 		$206K Sell
3,495
-138
-4% -$7.84K 0.09% 142
2023
Q3 		$203K Sell
3,633
-16
-0.4% -$960 0.11% 138
2023
Q2 		$220K Buy
3,649
+306
+9% +$19K 0.11% 128
2023
Q1 		$207K Hold
3,343
– – 0.12% 130
2022
Q4 		$213K Buy
+3,343
New +$202K 0.13% 126

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Advisory Group's KO Position: Q2 2026 in Review

Investment Advisory Group increased its Coca-Cola (KO) stake by 9.1% in Q2 2026, buying an estimated $22K and bringing the position to 3,341 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #174.

Investment Advisory Group first reported a position in KO in Q4 2022 and has held it in 11 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Investment Advisory Group held 3,341 shares of Coca-Cola worth $272K as of Q2 2026.
  • Investment Advisory Group bought 279 Coca-Cola shares in Q2 2026, an estimated $22K.
  • Coca-Cola made up 0.06% of Investment Advisory Group's portfolio in Q2 2026, its #174 holding.
  • Investment Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 11 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.