Investment Partners Asset Management’s Coca-Cola KO Stock Holding History

Investment Partners Asset Management’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	$1.01M	Buy	12,399 +11	+0.1%	+$869	0.56%	49
2026 Q1	$942K	Buy	12,388 +42	+0.3%	+$3.17K	0.58%	47
2025 Q4	$863K	Buy	12,346 +50	+0.4%	+$3.49K	0.54%	53
2025 Q3	$815K	Buy	12,296 +30	+0.2%	+$2.06K	0.54%	52
2025 Q2	$868K	Buy	12,266 +1,392	+13%	+$99.2K	0.6%	49
2025 Q1	$779K	Buy	10,874 +3,126	+40%	+$209K	0.61%	48
2024 Q4	$482K	Buy	7,748 +792	+11%	+$51.7K	0.38%	78
2024 Q3	$500K	Buy	6,956 +150	+2%	+$10.3K	0.41%	76
2024 Q2	$433K	Buy	6,806 +250	+4%	+$15.5K	0.39%	81
2024 Q1	$401K	Buy	6,556 +1,553	+31%	+$93.3K	0.36%	86
2023 Q4	$295K	Buy	+5,003	New	+$284K	0.29%	101

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Investment Partners Asset Management's KO Position: Q2 2026 in Review

Investment Partners Asset Management increased its Coca-Cola (KO) stake by 0.09% in Q2 2026, buying an estimated $869 and bringing the position to 12,399 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #49.

Investment Partners Asset Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Investment Partners Asset Management held 12,399 shares of Coca-Cola worth $1.01M as of Q2 2026.
Investment Partners Asset Management bought 11 Coca-Cola shares in Q2 2026, an estimated $869.
Coca-Cola made up 0.56% of Investment Partners Asset Management's portfolio in Q2 2026, its #49 holding.
Investment Partners Asset Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.