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First Heartland Consultants’s Coca-Cola KO Stock Holding History

First Heartland Consultants’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 		$540K Buy
6,644
+38
+0.6% +$3K 0.03% 315
2026
Q1 		$502K Sell
6,606
-1,872
-22% -$142K 0.04% 285
2025
Q4 		$593K Sell
8,478
-788
-9% -$54.9K 0.04% 262
2025
Q3 		$615K Buy
9,266
+618
+7% +$42.5K 0.05% 243
2025
Q2 		$612K Buy
8,648
+656
+8% +$46.7K 0.05% 238
2025
Q1 		$572K Sell
7,992
-3,069
-28% -$205K 0.06% 216
2024
Q4 		$689K Buy
11,061
+1,421
+15% +$92.8K 0.07% 191
2024
Q3 		$693K Sell
9,640
-74
-0.8% -$5.07K 0.07% 186
2024
Q2 		$618 Sell
9,714
-1,231
-11% -$76.2K 0.04% 230
2024
Q1 		$670K Sell
10,945
-389
-3% -$23.4K 0.07% 211
2023
Q4 		$668K Buy
11,334
+106
+0.9% +$6.02K 0.08% 178
2023
Q3 		$629K Buy
11,228
+1,468
+15% +$88K 0.08% 185
2023
Q2 		$588K Sell
9,760
-214
-2% -$13.3K 0.08% 187
2023
Q1 		$619K Sell
9,974
-132
-1% -$7.99K 0.09% 178
2022
Q4 		$643K Buy
10,106
+4,134
+69% +$250K 0.1% 165
2022
Q3 		$334 Buy
5,972
+392
+7% +$24.4K 0.03% 235
2022
Q2 		$351K Sell
5,580
-5,272
-49% -$334K 0.06% 236
2022
Q1 		$672K Buy
10,852
+4,102
+61% +$249K 0.1% 154
2021
Q4 		$399 Buy
6,750
+481
+8% +$26.8K 0.02% 230
2021
Q3 		$329K Sell
6,269
-2,972
-32% -$166K 0.05% 262
2021
Q2 		$500K Buy
9,241
+379
+4% +$20.6K 0.08% 211
2021
Q1 		$467K Buy
8,862
+438
+5% +$22K 0.07% 212
2020
Q4 		$462K Buy
8,424
+164
+2% +$8.48K 0.08% 176
2020
Q3 		$408K Sell
8,260
-612
-7% -$29.4K 0.08% 170
2020
Q2 		$396K Buy
8,872
+2,591
+41% +$119K 0.08% 180
2020
Q1 		$278K Sell
6,281
-47
-0.7% -$2.54K 0.07% 195
2019
Q4 		$350K Sell
6,328
-37
-0.6% -$1.99K 0.07% 214
2019
Q3 		$347K Sell
6,365
-1,202
-16% -$64.4K 0.07% 206
2019
Q2 		$385K Sell
7,567
-242
-3% -$11.9K 0.09% 189
2019
Q1 		$366K Buy
7,809
+684
+10% +$32K 0.1% 179
2018
Q4 		$337K Sell
7,125
-52
-0.7% -$2.49K 0.13% 159
2018
Q3 		$332K Sell
7,177
-342
-5% -$15.6K 0.1% 176
2018
Q2 		$330K Sell
7,519
-823
-10% -$35.5K 0.12% 177
2018
Q1 		$362K Buy
8,342
+42
+0.5% +$1.89K 0.11% 193
2017
Q4 		$381K Sell
8,300
-7,315
-47% -$336K 0.11% 193
2017
Q3 		$703K Buy
15,615
+643
+4% +$29.2K 0.17% 164
2017
Q2 		$672K Sell
14,972
-1,099
-7% -$48.6K 0.17% 164
2017
Q1 		$682K Sell
16,071
-2,275
-12% -$94.9K 0.19% 145
2016
Q4 		$761K Sell
18,346
-1,526
-8% -$63.5K 0.23% 122
2016
Q3 		$841K Sell
19,872
-435
-2% -$19.1K 0.24% 113
2016
Q2 		$921 Buy
20,307
+3,646
+22% +$165K 0.1% 90
2016
Q1 		$773K Buy
16,661
+2,518
+18% +$110K 0.29% 89
2015
Q4 		$608K Sell
14,143
-1,934
-12% -$82.1K 0.23% 116
2015
Q3 		$645K Sell
16,077
-243
-1% -$9.73K 0.27% 106
2015
Q2 		$640 Buy
16,320
+770
+5% +$31.3K 0.17% 115
2015
Q1 		$631K Sell
15,550
-350
-2% -$14.6K 0.24% 121
2014
Q4 		$671K Buy
15,900
+810
+5% +$34.6K 0.28% 105
2014
Q3 		$644K Buy
15,090
+32
+0.2% +$1.32K 0.28% 106
2014
Q2 		$638K Sell
15,058
-3,732
-20% -$151K 0.29% 103
2014
Q1 		$726K Buy
18,790
+1,509
+9% +$58.3K 0.36% 86
2013
Q4 		$714K Buy
17,281
+2,906
+20% +$115K 0.4% 75
2013
Q3 		$546K Buy
14,375
+2,059
+17% +$81.4K 0.33% 89
2013
Q2 		$494K Buy
+12,316
New +$510K 0.29% 97

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

First Heartland Consultants's KO Position: Q2 2026 in Review

First Heartland Consultants increased its Coca-Cola (KO) stake by 0.58% in Q2 2026, buying an estimated $3K and bringing the position to 6,644 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #315.

First Heartland Consultants first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $841K in Q3 2016. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • First Heartland Consultants held 6,644 shares of Coca-Cola worth $540K as of Q2 2026.
  • First Heartland Consultants bought 38 Coca-Cola shares in Q2 2026, an estimated $3K.
  • Coca-Cola made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #315 holding.
  • First Heartland Consultants first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • First Heartland Consultants's Coca-Cola position peaked at $841K in Q3 2016.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.