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

Investment Advisory Services’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 		$3.77M Sell
46,348
-50
-0.1% -$3.95K 1.09% 23
2026
Q1 		$3.53M Sell
46,398
-1,255
-3% -$94.9K 1.12% 23
2025
Q4 		$3.33M Sell
47,653
-1,286
-3% -$89.7K 1.04% 23
2025
Q3 		$3.25M Sell
48,939
-1,258
-3% -$86.6K 1.02% 24
2025
Q2 		$3.55M Buy
50,197
+3,150
+7% +$224K 1.18% 20
2025
Q1 		$3.37M Sell
47,047
-223
-0.5% -$14.9K 1.22% 20
2024
Q4 		$2.94M Sell
47,270
-2,470
-5% -$161K 1.04% 25
2024
Q3 		$3.57M Sell
49,740
-1,398
-3% -$95.7K 1.26% 18
2024
Q2 		$3.25M Sell
51,138
-2,498
-5% -$155K 1.19% 20
2024
Q1 		$3.28M Sell
53,636
-318
-0.6% -$19.1K 1.2% 20
2023
Q4 		$3.18M Sell
53,954
-1,640
-3% -$93.2K 1.25% 18
2023
Q3 		$3.11M Sell
55,594
-165
-0.3% -$9.9K 1.34% 16
2023
Q2 		$3.36M Buy
55,759
+1,200
+2% +$74.7K 1.42% 16
2023
Q1 		$3.38M Sell
54,559
-882
-2% -$53.4K 1.67% 13
2022
Q4 		$3.54M Buy
55,441
+14
+0% +$845 1.82% 13
2022
Q3 		$3.1M Sell
55,427
-3
-0% -$186 1.86% 13
2022
Q2 		$3.49M Sell
55,430
-2,409
-4% -$153K 2.01% 13
2022
Q1 		$3.59M Buy
57,839
+136
+0.2% +$8.27K 2% 10
2021
Q4 		$3.42M Buy
57,703
+3,024
+6% +$168K 1.87% 9
2021
Q3 		$2.87M Buy
54,679
+242
+0.4% +$13.5K 1.76% 11
2021
Q2 		$2.95M Buy
+54,437
New +$2.96M 1.82% 11
2020
Q4 		$3.04M Buy
55,375
+1,625
+3% +$84K 2.13% 9
2020
Q3 		$2.65M Buy
53,750
+923
+2% +$44.4K 2.1% 11
2020
Q2 		$2.36M Buy
52,827
+9,189
+21% +$423K 2.02% 12
2020
Q1 		$1.93M Buy
43,638
+5,280
+14% +$285K 2.07% 13
2019
Q4 		$2.12M Buy
+38,358
New +$2.06M 1.91% 13

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Investment Advisory Services reduced its Coca-Cola (KO) stake by 0.11% in Q2 2026, selling an estimated $3.95K and leaving 46,348 shares worth $3.77M. The position accounts for 1.09% of the portfolio, ranked #23.

Investment Advisory Services first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Investment Advisory Services held 46,348 shares of Coca-Cola worth $3.77M as of Q2 2026.
  • Investment Advisory Services sold 50 Coca-Cola shares in Q2 2026, an estimated $3.95K.
  • Coca-Cola made up 1.09% of Investment Advisory Services's portfolio in Q2 2026, its #23 holding.
  • Investment Advisory Services first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.