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Innovative Advisory Group, LLC’s Coca-Cola KO Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-261
Closed -$18.2K – 134
2025
Q4 		$18.2K Hold
261
– – 0.01% 105
2025
Q3 		$17.3K Hold
261
– – 0.01% 110
2025
Q2 		$18.4K Buy
261
+241
+1,205% +$17.2K 0.02% 103
2025
Q1 		$1.46K Sell
20
-6
-23% -$401 ﹤0.01% 180
2024
Q4 		$1.64K Buy
+26
New +$1.7K ﹤0.01% 168

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Advisory Group, LLC's KO Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 261 shares — an estimated $18.2K sold.

Innovative Advisory Group, LLC first reported a position in KO in Q4 2024 and held it in 5 quarters. The position peaked at $18.4K in Q2 2025. 3,582 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 261 Coca-Cola shares in Q1 2026, an estimated $18.2K.
  • Innovative Advisory Group, LLC first reported a position in Coca-Cola in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Coca-Cola position peaked at $18.4K in Q2 2025.
  • 3,582 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.