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GHP Investment Advisors’s Coca-Cola KO Stock Holding History

GHP Investment Advisors’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 		$910K Buy
11,198
+8
+0.1% +$632 0.03% 284
2026
Q1 		$851K Sell
11,190
-223
-2% -$16.9K 0.04% 287
2025
Q4 		$798K Buy
11,413
+18
+0.2% +$1.25K 0.03% 289
2025
Q3 		$756K Buy
11,395
+8
+0.1% +$551 0.03% 286
2025
Q2 		$806K Buy
11,387
+8
+0.1% +$570 0.04% 280
2025
Q1 		$815K Buy
11,379
+129
+1% +$8.62K 0.04% 274
2024
Q4 		$700K Sell
11,250
-249
-2% -$16.3K 0.03% 284
2024
Q3 		$826K Buy
11,499
+1,229
+12% +$84.2K 0.04% 274
2024
Q2 		$654K Buy
10,270
+58
+0.6% +$3.59K 0.03% 284
2024
Q1 		$625K Hold
10,212
– – 0.03% 294
2023
Q4 		$602K Sell
10,212
-810
-7% -$46K 0.03% 293
2023
Q3 		$583K Sell
11,022
-945
-8% -$56.7K 0.04% 289
2023
Q2 		$732K Buy
11,967
+660
+6% +$41.1K 0.04% 285
2023
Q1 		$701K Sell
11,307
-685
-6% -$41.5K 0.04% 280
2022
Q4 		$763K Buy
11,992
+1,185
+11% +$71.5K 0.05% 273
2022
Q3 		$605K Buy
10,807
+116
+1% +$7.21K 0.05% 278
2022
Q2 		$673K Sell
10,691
-79
-0.7% -$5.01K 0.05% 270
2022
Q1 		$668K Sell
10,770
-821
-7% -$49.9K 0.04% 272
2021
Q4 		$686K Sell
11,591
-1,125
-9% -$62.6K 0.05% 236
2021
Q3 		$667K Buy
12,716
+164
+1% +$9.14K 0.05% 222
2021
Q2 		$679K Buy
12,552
+155
+1% +$8.43K 0.05% 218
2021
Q1 		$653K Hold
12,397
– – 0.06% 214
2020
Q4 		$680K Buy
12,397
+1,322
+12% +$68.4K 0.06% 206
2020
Q3 		$547K Buy
11,075
+795
+8% +$38.2K 0.06% 213
2020
Q2 		$459K Sell
10,280
-1,552
-13% -$71.5K 0.06% 222
2020
Q1 		$524K Buy
11,832
+61
+0.5% +$3.29K 0.08% 211
2019
Q4 		$652K Sell
11,771
-381
-3% -$20.5K 0.07% 218
2019
Q3 		$662K Buy
12,152
+14
+0.1% +$750 0.08% 214
2019
Q2 		$618K Sell
12,138
-104
-0.8% -$5.1K 0.08% 217
2019
Q1 		$574K Sell
12,242
-768
-6% -$35.9K 0.07% 216
2018
Q4 		$616K Buy
13,010
+906
+7% +$43.4K 0.09% 206
2018
Q3 		$559K Sell
12,104
-829
-6% -$37.9K 0.07% 218
2018
Q2 		$567K Buy
12,933
+2,449
+23% +$106K 0.08% 214
2018
Q1 		$455K Hold
10,484
– – 0.06% 233
2017
Q4 		$481K Buy
10,484
+239
+2% +$11K 0.07% 228
2017
Q3 		$461K Buy
10,245
+7
+0.1% +$318 0.07% 235
2017
Q2 		$459K Buy
10,238
+7
+0.1% +$309 0.07% 230
2017
Q1 		$434K Hold
10,231
– – 0.07% 235
2016
Q4 		$424K Buy
10,231
+15
+0.1% +$624 0.08% 229
2016
Q3 		$432K Sell
10,216
-274
-3% -$12K 0.09% 221
2016
Q2 		$476K Sell
10,490
-38
-0.4% -$1.72K 0.1% 209
2016
Q1 		$488K Buy
10,528
+324
+3% +$14.1K 0.11% 205
2015
Q4 		$438K Buy
10,204
+14
+0.1% +$594 0.11% 205
2015
Q3 		$409K Hold
10,190
– – 0.11% 198
2015
Q2 		$412K Sell
10,190
-1,832
-15% -$74.5K 0.1% 200
2015
Q1 		$488K Buy
12,022
+2,000
+20% +$83.6K 0.13% 174
2014
Q4 		$423K Buy
10,022
+11
+0.1% +$470 0.12% 189
2014
Q3 		$427K Buy
10,011
+111
+1% +$4.59K 0.13% 179
2014
Q2 		$419K Buy
9,900
+181
+2% +$7.34K 0.12% 179
2014
Q1 		$376K Hold
9,719
– – 0.12% 185
2013
Q4 		$401K Sell
9,719
-18
-0.2% -$710 0.13% 175
2013
Q3 		$369K Buy
9,737
+6
+0.1% +$237 0.13% 175
2013
Q2 		$390K Buy
+9,731
New +$403K 0.16% 158

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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

GHP Investment Advisors's KO Position: Q2 2026 in Review

GHP Investment Advisors increased its Coca-Cola (KO) stake by 0.07% in Q2 2026, buying an estimated $632 and bringing the position to 11,198 shares worth $910K. The position accounts for 0.03% of the portfolio, ranked #284.

GHP Investment Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • GHP Investment Advisors held 11,198 shares of Coca-Cola worth $910K as of Q2 2026.
  • GHP Investment Advisors bought 8 Coca-Cola shares in Q2 2026, an estimated $632.
  • Coca-Cola made up 0.03% of GHP Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • GHP Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.