IRAG
KO icon

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

Investment Research & 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 		$359K Buy
4,164
+24
+0.6% +$1.9K 0.11% 64
2026
Q1 		$325K Sell
4,140
-129
-3% -$9.75K 0.11% 64
2025
Q4 		$301K Buy
4,269
+180
+4% +$12.5K 0.1% 62
2025
Q3 		$276K Buy
4,089
+21
+0.5% +$1.45K 0.09% 66
2025
Q2 		$288K Buy
4,068
+793
+24% +$56.5K 0.11% 64
2025
Q1 		$235K Buy
3,275
+427
+15% +$28.5K 0.1% 65
2024
Q4 		$177K Hold
2,848
– – 0.07% 71
2024
Q3 		$205K Sell
2,848
-450
-14% -$30.8K 0.09% 67
2024
Q2 		$210K Hold
3,298
– – 0.09% 63
2024
Q1 		$202K Buy
3,298
+165
+5% +$9.91K 0.09% 62
2023
Q4 		$185K Hold
3,133
– – 0.09% 67
2023
Q3 		$175K Hold
3,133
– – 0.1% 65
2023
Q2 		$189K Sell
3,133
-244
-7% -$15.2K 0.11% 63
2023
Q1 		$209K Hold
3,377
– – 0.13% 61
2022
Q4 		$215K Hold
3,377
– – 0.14% 58
2022
Q3 		$189K Buy
3,377
+1,275
+61% +$79.2K 0.14% 60
2022
Q2 		$132K Hold
2,102
– – 0.1% 68
2022
Q1 		$130K Hold
2,102
– – 0.08% 72
2021
Q4 		$124K Hold
2,102
– – 0.08% 76
2021
Q3 		$111K Sell
2,102
-20
-0.9% -$1.11K 0.07% 73
2021
Q2 		$115K Hold
2,122
– – 0.08% 81
2021
Q1 		$112K Sell
2,122
-3,405
-62% -$171K 0.08% 71
2020
Q4 		$303K Buy
5,527
+20
+0.4% +$1.03K 0.22% 50
2020
Q3 		$272K Hold
5,507
– – 0.23% 50
2020
Q2 		$243K Sell
5,507
-80
-1% -$3.69K 0.22% 51
2020
Q1 		$247K Buy
5,587
+771
+16% +$41.6K 0.23% 42
2019
Q4 		$267K Buy
+4,816
New +$259K 0.25% 43

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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

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

Investment Research & Advisory Group increased its Coca-Cola (KO) stake by 0.58% in Q2 2026, buying an estimated $1.9K and bringing the position to 4,164 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #64.

Investment Research & Advisory Group first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,480 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Investment Research & Advisory Group held 4,164 shares of Coca-Cola worth $359K as of Q2 2026.
  • Investment Research & Advisory Group bought 24 Coca-Cola shares in Q2 2026, an estimated $1.9K.
  • Coca-Cola made up 0.11% of Investment Research & Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Investment Research & Advisory Group first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.