Independent Advisor Alliance / KO
Independent Advisor Alliance’s Coca Cola Co Position
Does Independent Advisor Alliance own Coca Cola Co (KO)? Yes — 238.8K shares worth $18M (+0.19% of its 13F portfolio) as of Q1 2026, down from 327.2K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
238.8K
% of Portfolio
+0.19%
Quarters Held
30
currently held
Position History KO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 238.8K | $18M | +0.19% |
| Q4 2025 | 327.2K | $23M | +0.56% |
| Q3 2025 | 316.5K | $21M | +0.55% |
| Q2 2025 | 351.6K | $25M | +0.72% |
| Q1 2025 | 414.5K | $30M | +0.98% |
| Q4 2024 | 420.7K | $26M | +0.35% |
| Q3 2024 | 534.6K | $38M | +1.40% |
| Q2 2024 | 530.9K | $34M | +1.16% |
| Q1 2024 | 556.1K | $34M | +1.23% |
| Q4 2023 | 554.2K | $33M | +1.18% |
| Q3 2023 | 540.4K | $30M | +1.37% |
| Q2 2023 | 527.9K | $32M | +1.40% |
| Q1 2023 | 417.5K | $26M | +1.25% |
| Q4 2022 | 368.7K | $23,454 | +0.01% |
| Q3 2022 | 358.9K | $20M | +1.17% |
| Q2 2022 | 373.4K | $23M | +1.31% |
| Q1 2022 | 335.6K | $21M | +1.00% |
| Q4 2021 | 319.2K | $19M | +0.93% |
| Q3 2021 | 309.2K | $16M | +0.90% |
| Q2 2021 | 292.7K | $16M | +0.87% |
| Q1 2021 | 326.1K | $17M | +1.02% |
| Q4 2020 | 300.1K | $16M | +1.12% |
| Q3 2020 | 283.5K | $14M | +1.06% |
| Q2 2020 | 193.4K | $9M | +0.92% |
| Q1 2020 | 186.8K | $8M | +1.20% |
| Q4 2019 | 165.5K | $9M | +0.40% |
| Q3 2019 | 159.0K | $9M | +1.05% |
| Q2 2019 | 163.2K | $7M | +1.08% |
| Q1 2019 | 111.2K | $5M | +0.73% |
| Q4 2018 | 100.0K | $5M | +0.84% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of KO.