IF
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IRON Financial’s Coca-Cola KO Stock Holding History

IRON Financial’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 		$306K Buy
3,771
+6
+0.2% +$474 0.13% 102
2026
Q1 		$286K Sell
3,765
-39
-1% -$2.95K 0.13% 103
2025
Q4 		$266K Buy
3,804
+33
+0.9% +$2.3K 0.12% 103
2025
Q3 		$250K Sell
3,771
-40
-1% -$2.75K 0.12% 107
2025
Q2 		$270K Buy
3,811
+69
+2% +$4.92K 0.14% 95
2025
Q1 		$268K Hold
3,742
– – 0.15% 81
2024
Q4 		$233K Buy
3,742
+27
+0.7% +$1.76K 0.13% 85
2024
Q3 		$267K Sell
3,715
-66
-2% -$4.52K 0.15% 82
2024
Q2 		$241K Buy
3,781
+9
+0.2% +$557 0.13% 87
2024
Q1 		$231K Sell
3,772
-6,011
-61% -$361K 0.13% 86
2023
Q4 		$576K Sell
9,783
-266
-3% -$15.1K 0.33% 55
2023
Q3 		$563K Buy
10,049
+2,863
+40% +$172K 0.33% 56
2023
Q2 		$433K Sell
7,186
-66
-0.9% -$4.11K 0.23% 58
2023
Q1 		$450K Sell
7,252
-5,278
-42% -$320K 0.25% 58
2022
Q4 		$797K Sell
12,530
-253
-2% -$15.3K 0.46% 46
2022
Q3 		$716K Buy
12,783
+6,085
+91% +$378K 0.39% 50
2022
Q2 		$421K Sell
6,698
-223
-3% -$14.1K 0.22% 62
2022
Q1 		$429K Buy
6,921
+2,799
+68% +$170K 0.2% 69
2021
Q4 		$244K Buy
4,122
+85
+2% +$4.73K 0.11% 97
2021
Q3 		$212K Buy
4,037
+192
+5% +$10.7K 0.1% 103
2021
Q2 		$208K Buy
+3,845
New +$209K 0.1% 104
2014
Q3 		– Sell
-5,216
Closed -$221K – 75
2014
Q2 		$221K Buy
5,216
+24
+0.5% +$974 0.2% 66
2014
Q1 		$201K Buy
+5,192
New +$201K 0.15% 59

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

IRON Financial's KO Position: Q2 2026 in Review

IRON Financial increased its Coca-Cola (KO) stake by 0.16% in Q2 2026, buying an estimated $474 and bringing the position to 3,771 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #102.

IRON Financial first reported a position in KO in Q1 2014 and has held it in 23 quarters since. The position peaked at $797K in Q4 2022. 1,602 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • IRON Financial held 3,771 shares of Coca-Cola worth $306K as of Q2 2026.
  • IRON Financial bought 6 Coca-Cola shares in Q2 2026, an estimated $474.
  • Coca-Cola made up 0.13% of IRON Financial's portfolio in Q2 2026, its #102 holding.
  • IRON Financial first reported a position in Coca-Cola in Q1 2014 and has held it in 23 quarters since.
  • IRON Financial's Coca-Cola position peaked at $797K in Q4 2022.
  • 1,602 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.