IRP
KO icon

Investment Research Partners’s Coca-Cola KO Stock Holding History

Investment Research Partners’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 		$310K Buy
3,809
+1,042
+38% +$82.3K 0.1% 207
2026
Q1 		$210K Buy
+2,767
New +$209K 0.09% 229

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Investment Research Partners's KO Position: Q2 2026 in Review

Investment Research Partners increased its Coca-Cola (KO) stake by 38% in Q2 2026, buying an estimated $82.3K and bringing the position to 3,809 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #207.

Investment Research Partners first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 2,924 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Investment Research Partners held 3,809 shares of Coca-Cola worth $310K as of Q2 2026.
  • Investment Research Partners bought 1,042 Coca-Cola shares in Q2 2026, an estimated $82.3K.
  • Coca-Cola made up 0.1% of Investment Research Partners's portfolio in Q2 2026, its #207 holding.
  • Investment Research Partners first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.