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Investors Research Corp’s Coca-Cola KO Stock Holding History

Investors Research Corp’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
Q3 		$748K Sell
8,686
-422
-5% -$36.6K 0.13% 128
2026
Q2 		$740K Sell
9,108
-767
-8% -$60.6K 0.13% 135
2026
Q1 		$751K Sell
9,875
-417
-4% -$31.5K 0.14% 133
2025
Q4 		$720K Buy
10,292
+37
+0.4% +$2.58K 0.13% 146
2025
Q3 		$680K Buy
10,255
+143
+1% +$9.84K 0.13% 165
2025
Q2 		$715K Sell
10,112
-307
-3% -$21.9K 0.14% 155
2025
Q1 		$746K Buy
10,419
+1,846
+22% +$123K 0.16% 137
2024
Q4 		$534K Hold
8,573
– – 0.12% 187
2024
Q3 		$616K Sell
8,573
-350
-4% -$24K 0.13% 181
2024
Q2 		$568K Hold
8,923
– – 0.13% 185
2024
Q1 		$546K Hold
8,923
– – 0.13% 194
2023
Q4 		$526K Hold
8,923
– – 0.13% 207
2023
Q3 		$500K Buy
8,923
+50
+0.6% +$3K 0.13% 204
2023
Q2 		$534K Buy
8,873
+2,549
+40% +$159K 0.13% 200
2023
Q1 		$392K Hold
6,324
– – 0.1% 241
2022
Q4 		$402K Hold
6,324
– – 0.11% 235
2022
Q3 		$354K Buy
6,324
+114
+2% +$7.08K 0.11% 231
2022
Q2 		$391K Buy
6,210
+61
+1% +$3.87K 0.12% 225
2022
Q1 		$381K Hold
6,149
– – 0.11% 227
2021
Q4 		$364K Hold
6,149
– – 0.11% 221
2021
Q3 		$323K Buy
6,149
+200
+3% +$11.1K 0.11% 229
2021
Q2 		$322K Hold
5,949
– – 0.11% 234
2021
Q1 		$314K Hold
5,949
– – 0.12% 239
2020
Q4 		$326K Hold
5,949
– – 0.13% 233
2020
Q3 		$294K Buy
5,949
+425
+8% +$20.4K 0.14% 216
2020
Q2 		$247K Hold
5,524
– – 0.12% 226
2020
Q1 		$244K Hold
5,524
– – 0.15% 219
2019
Q4 		$306K Hold
5,524
– – 0.14% 226
2019
Q3 		$301K Buy
5,524
+200
+4% +$10.7K 0.15% 199
2019
Q2 		$271K Sell
5,324
-3
-0.1% -$147 0.14% 206
2019
Q1 		$250K Hold
5,327
– – 0.13% 220
2018
Q4 		$252K Hold
5,327
– – 0.18% 204
2018
Q3 		$246K Buy
5,327
+262
+5% +$12K 0.14% 247
2018
Q2 		$222K Buy
+5,065
New +$219K 0.13% 261

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Investors Research Corp's KO Position: Q3 2026 in Review

Investors Research Corp reduced its Coca-Cola (KO) stake by 4.6% in Q3 2026, selling an estimated $36.6K and leaving 8,686 shares worth $748K. The position accounts for 0.13% of the portfolio, ranked #128.

Investors Research Corp first reported a position in KO in Q2 2018 and has held it in 34 quarters since. The position peaked at $751K in Q1 2026. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Investors Research Corp held 8,686 shares of Coca-Cola worth $748K as of Q3 2026.
  • Investors Research Corp sold 422 Coca-Cola shares in Q3 2026, an estimated $36.6K.
  • Coca-Cola made up 0.13% of Investors Research Corp's portfolio in Q3 2026, its #128 holding.
  • Investors Research Corp first reported a position in Coca-Cola in Q2 2018 and has held it in 34 quarters since.
  • Investors Research Corp's Coca-Cola position peaked at $751K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.