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IVC Wealth Advisors’s Coca-Cola KO Stock Holding History

IVC Wealth Advisors’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 		$978K Sell
12,035
-128
-1% -$10.1K 0.38% 51
2026
Q1 		$925K Sell
12,163
-79
-0.6% -$5.97K 0.4% 49
2025
Q4 		$856K Buy
12,242
+273
+2% +$19K 0.37% 51
2025
Q3 		$794K Buy
11,969
+174
+1% +$12K 0.35% 54
2025
Q2 		$834K Buy
11,795
+116
+1% +$8.26K 0.41% 51
2025
Q1 		$836K Buy
11,679
+413
+4% +$27.6K 0.45% 50
2024
Q4 		$701K Sell
11,266
-1,006
-8% -$65.7K 0.39% 54
2024
Q3 		$882K Sell
12,272
-622
-5% -$42.6K 0.48% 48
2024
Q2 		$821K Buy
12,894
+251
+2% +$15.5K 0.46% 53
2024
Q1 		$773K Buy
12,643
+468
+4% +$28.1K 0.45% 57
2023
Q4 		$717K Buy
12,175
+831
+7% +$47.2K 0.45% 57
2023
Q3 		$635K Buy
11,344
+158
+1% +$9.48K 0.42% 62
2023
Q2 		$674K Sell
11,186
-439
-4% -$27.3K 0.43% 66
2023
Q1 		$721K Sell
11,625
-27
-0.2% -$1.64K 0.51% 59
2022
Q4 		$741K Buy
11,652
+160
+1% +$9.66K 0.55% 54
2022
Q3 		$644K Sell
11,492
-190
-2% -$11.8K 0.52% 56
2022
Q2 		$735K Buy
11,682
+124
+1% +$7.86K 0.57% 48
2022
Q1 		$717K Buy
11,558
+702
+6% +$42.7K 0.47% 57
2021
Q4 		$643K Sell
10,856
-400
-4% -$22.3K 0.41% 62
2021
Q3 		$591K Buy
11,256
+500
+5% +$27.9K 0.41% 67
2021
Q2 		$582K Buy
10,756
+226
+2% +$12.3K 0.41% 67
2021
Q1 		$555K Buy
10,530
+550
+6% +$27.7K 0.44% 66
2020
Q4 		$547K Buy
+9,980
New +$516K 0.52% 54

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

IVC Wealth Advisors's KO Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Coca-Cola (KO) stake by 1.1% in Q2 2026, selling an estimated $10.1K and leaving 12,035 shares worth $978K. The position accounts for 0.38% of the portfolio, ranked #51.

IVC Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • IVC Wealth Advisors held 12,035 shares of Coca-Cola worth $978K as of Q2 2026.
  • IVC Wealth Advisors sold 128 Coca-Cola shares in Q2 2026, an estimated $10.1K.
  • Coca-Cola made up 0.38% of IVC Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • IVC Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.