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Financial Harvest’s Coca-Cola KO Stock Holding History

Financial Harvest’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 		$1.99M Buy
24,493
+264
+1% +$20.9K 0.82% 16
2026
Q1 		$1.84M Sell
24,229
-380
-2% -$28.7K 1.09% 15
2025
Q4 		$1.72M Buy
24,609
+9,728
+65% +$678K 1.06% 16
2025
Q3 		$987K Sell
14,881
-536
-3% -$36.9K 0.66% 23
2025
Q2 		$1.09M Buy
+15,417
New +$1.1M 0.82% 18
2025
Q1 		– Sell
-15,457
Closed -$962K – 83
2024
Q4 		$962K Buy
+15,457
New +$1.01M 0.81% 18

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Financial Harvest's KO Position: Q2 2026 in Review

Financial Harvest increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $20.9K and bringing the position to 24,493 shares worth $1.99M. The position accounts for 0.82% of the portfolio, ranked #16.

Financial Harvest first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Harvest held 24,493 shares of Coca-Cola worth $1.99M as of Q2 2026.
  • Financial Harvest bought 264 Coca-Cola shares in Q2 2026, an estimated $20.9K.
  • Coca-Cola made up 0.82% of Financial Harvest's portfolio in Q2 2026, its #16 holding.
  • Financial Harvest first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.