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Ironwood Investment Counsel’s Coca-Cola KO Stock Holding History

Ironwood Investment Counsel’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 		$1.77M Buy
21,802
+10
+0% +$790 0.23% 94
2026
Q1 		$1.66M Buy
21,792
+152
+0.7% +$11.5K 0.24% 94
2025
Q4 		$1.51M Sell
21,640
-59
-0.3% -$4.11K 0.21% 99
2025
Q3 		$1.44M Sell
21,699
-2,123
-9% -$146K 0.21% 104
2025
Q2 		$1.69M Sell
23,822
-239
-1% -$17K 0.26% 84
2025
Q1 		$1.72M Sell
24,061
-446
-2% -$29.8K 0.3% 82
2024
Q4 		$1.53M Sell
24,507
-242
-1% -$15.8K 0.26% 87
2024
Q3 		$1.78M Sell
24,749
-88
-0.4% -$6.03K 0.3% 80
2024
Q2 		$1.58M Sell
24,837
-268
-1% -$16.6K 0.28% 86
2024
Q1 		$1.54M Sell
25,105
-198
-0.8% -$11.9K 0.27% 89
2023
Q4 		$1.49M Buy
25,303
+20
+0.1% +$1.14K 0.28% 89
2023
Q3 		$1.42M Buy
25,283
+2,470
+11% +$148K 0.3% 83
2023
Q2 		$1.37M Buy
22,813
+324
+1% +$20.2K 0.31% 75
2023
Q1 		$1.39M Buy
22,489
+19
+0.1% +$1.15K 0.33% 75
2022
Q4 		$1.43M Buy
22,470
+818
+4% +$49.4K 0.35% 77
2022
Q3 		$1.21M Sell
21,652
-803
-4% -$49.9K 0.35% 74
2022
Q2 		$1.41M Buy
22,455
+72
+0.3% +$4.56K 0.4% 72
2022
Q1 		$1.39M Buy
22,383
+801
+4% +$48.7K 0.34% 73
2021
Q4 		$1.28M Sell
21,582
-84
-0.4% -$4.68K 0.29% 77
2021
Q3 		$1.14M Buy
21,666
+1,737
+9% +$96.8K 0.29% 73
2021
Q2 		$1.08M Sell
19,929
-2,859
-13% -$156K 0.29% 79
2021
Q1 		$1.2M Sell
22,788
-448
-2% -$22.5K 0.34% 71
2020
Q4 		$1.27M Buy
23,236
+2,823
+14% +$146K 0.29% 80
2020
Q3 		$1.01M Buy
20,413
+597
+3% +$28.7K 0.27% 79
2020
Q2 		$885K Sell
19,816
-189
-0.9% -$8.71K 0.27% 85
2020
Q1 		$885K Buy
20,005
+120
+0.6% +$6.48K 0.35% 71
2019
Q4 		$1.1M Buy
19,885
+1,951
+11% +$105K 0.38% 68
2019
Q3 		$976K Sell
17,934
-329
-2% -$17.6K 0.36% 71
2019
Q2 		$929K Buy
18,263
+327
+2% +$16K 0.35% 72
2019
Q1 		$840K Buy
17,936
+1,447
+9% +$67.7K 0.33% 75
2018
Q4 		$780K Buy
16,489
+375
+2% +$17.9K 0.34% 71
2018
Q3 		$744K Sell
16,114
-904
-5% -$41.3K 0.29% 79
2018
Q2 		$746K Sell
17,018
-143
-0.8% -$6.18K 0.33% 73
2018
Q1 		$745K Buy
17,161
+175
+1% +$7.86K 0.33% 69
2017
Q4 		$779K Buy
16,986
+1,761
+12% +$80.9K 0.29% 69
2017
Q3 		$685K Sell
15,225
-7,948
-34% -$362K 0.28% 72
2017
Q2 		$1.04M Sell
23,173
-209
-0.9% -$9.23K 0.39% 64
2017
Q1 		$992K Hold
23,382
– – 0.42% 64
2016
Q4 		$969K Sell
23,382
-708
-3% -$29.5K 0.43% 65
2016
Q3 		$1.02M Buy
24,090
+1,976
+9% +$86.6K 0.48% 58
2016
Q2 		$1M Sell
22,114
-1,605
-7% -$72.5K 0.59% 57
2016
Q1 		$1.1M Sell
23,719
-1,000
-4% -$43.5K 0.58% 52
2015
Q4 		$1.06M Buy
24,719
+504
+2% +$21.4K 0.61% 50
2015
Q3 		$971K Buy
24,215
+101
+0.4% +$4.04K 0.53% 55
2015
Q2 		$946K Sell
24,114
-898
-4% -$36.5K 0.48% 58
2015
Q1 		$1.01M Sell
25,012
-5,600
-18% -$234K 0.52% 54
2014
Q4 		$1.29M Sell
30,612
-597
-2% -$25.5K 0.65% 48
2014
Q3 		$1.33M Buy
31,209
+1
+0% +$41 0.71% 47
2014
Q2 		$1.32M Sell
31,208
-2,496
-7% -$101K 0.68% 46
2014
Q1 		$1.3M Sell
33,704
-586
-2% -$22.6K 0.71% 46
2013
Q4 		$1.42M Buy
34,290
+520
+2% +$20.5K 0.8% 43
2013
Q3 		$1.28M Buy
33,770
+350
+1% +$13.8K 0.84% 43
2013
Q2 		$1.34M Buy
+33,420
New +$1.38M 0.87% 42

Other funds holding KO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ironwood Investment Counsel's KO Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Coca-Cola (KO) stake by 0.05% in Q2 2026, buying an estimated $790 and bringing the position to 21,802 shares worth $1.77M. The position accounts for 0.23% of the portfolio, ranked #94.

Ironwood Investment Counsel first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.78M in Q3 2024. 2,323 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ironwood Investment Counsel held 21,802 shares of Coca-Cola worth $1.77M as of Q2 2026.
  • Ironwood Investment Counsel bought 10 Coca-Cola shares in Q2 2026, an estimated $790.
  • Coca-Cola made up 0.23% of Ironwood Investment Counsel's portfolio in Q2 2026, its #94 holding.
  • Ironwood Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Ironwood Investment Counsel's Coca-Cola position peaked at $1.78M in Q3 2024.
  • 2,323 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.