Bellars Harris Wealth Management, LLC’s Coca-Cola KO Stock Holding History

Bellars Harris Wealth Management, 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 Q2	$1.51M	Buy	+18,575	New	+$1.47M	0.31%	68

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's KO Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Coca-Cola (KO) in Q2 2026: 18,575 shares worth $1.51M. The stake represents 0.31% of the portfolio and ranks #68 among its holdings.

2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bellars Harris Wealth Management, LLC held 18,575 shares of Coca-Cola worth $1.51M as of Q2 2026.
Coca-Cola was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Coca-Cola made up 0.31% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #68 holding.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.