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Hager Investment Management Services’s Coca-Cola KO Stock Holding History

Hager Investment Management Services’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 		$159K Hold
1,959
– – 0.07% 102
2026
Q1 		$149K Buy
1,959
+128
+7% +$9.68K 0.08% 98
2025
Q4 		$128K Buy
1,831
+3
+0.2% +$209 0.07% 104
2025
Q3 		$121K Buy
1,828
+3
+0.2% +$206 0.07% 108
2025
Q2 		$129K Hold
1,825
– – 0.08% 104
2025
Q1 		$131K Buy
1,825
+3
+0.2% +$200 0.09% 105
2024
Q4 		$113K Buy
+1,822
New +$119K 0.07% 110

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Hager Investment Management Services's KO Position: Q2 2026 in Review

Hager Investment Management Services held its Coca-Cola (KO) position steady in Q2 2026 at 1,959 shares worth $159K. The position accounts for 0.07% of the portfolio, ranked #102.

Hager Investment Management Services first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hager Investment Management Services held 1,959 shares of Coca-Cola worth $159K as of Q2 2026.
  • Hager Investment Management Services left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.07% of Hager Investment Management Services's portfolio in Q2 2026, its #102 holding.
  • Hager Investment Management Services first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.