Halbert Hargrove Global Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $127K | Buy |
1,565
+43
| +3% | +$3.4K | 0.01% | 136 |
|
|
2026
Q1 | $116K | Hold |
1,522
| – | – | 0.01% | 129 |
|
|
2025
Q4 | $106K | Sell |
1,522
-400
| -21% | -$27.9K | 0.01% | 134 |
|
|
2025
Q3 | $127K | Buy |
1,922
+1,775
| +1,207% | +$122K | 0.01% | 126 |
|
|
2025
Q2 | $10.4K | Sell |
147
-133
| -48% | -$9.47K | ﹤0.01% | 230 |
|
|
2025
Q1 | $20K | Buy |
280
+133
| +90% | +$8.88K | ﹤0.01% | 203 |
|
|
2024
Q4 | $9.16K | Buy |
+147
| New | +$9.6K | ﹤0.01% | 233 |
|
|
2023
Q2 | – | Sell |
-5,731
| Closed | -$356K | – | 133 |
|
|
2023
Q1 | $356K | Buy |
5,731
+479
| +9% | +$29K | 0.02% | 96 |
|
|
2022
Q4 | $334K | Sell |
5,252
-655
| -11% | -$39.5K | 0.02% | 99 |
|
|
2022
Q3 | $331K | Buy |
5,907
+400
| +7% | +$24.9K | 0.03% | 98 |
|
|
2022
Q2 | $346K | Buy |
5,507
+318
| +6% | +$20.2K | 0.03% | 92 |
|
|
2022
Q1 | $322K | Buy |
5,189
+5
| +0.1% | +$304 | 0.02% | 110 |
|
|
2021
Q4 | $307K | Sell |
5,184
-401
| -7% | -$22.3K | 0.02% | 113 |
|
|
2021
Q3 | $293K | Sell |
5,585
-33
| -0.6% | -$1.84K | 0.02% | 107 |
|
|
2021
Q2 | $304K | Buy |
5,618
+37
| +0.7% | +$2.01K | 0.02% | 109 |
|
|
2021
Q1 | $294K | Buy |
5,581
+444
| +9% | +$22.3K | 0.02% | 92 |
|
|
2020
Q4 | $282K | Buy |
5,137
+77
| +2% | +$3.98K | 0.02% | 85 |
|
|
2020
Q3 | $249K | Sell |
5,060
-534
| -10% | -$25.7K | 0.02% | 81 |
|
|
2020
Q2 | $250K | Sell |
5,594
-754
| -12% | -$34.7K | 0.04% | 74 |
|
|
2020
Q1 | $281K | Buy |
6,348
+88
| +1% | +$4.75K | 0.05% | 58 |
|
|
2019
Q4 | $346K | Buy |
6,260
+508
| +9% | +$27.3K | 0.09% | 54 |
|
|
2019
Q3 | $313K | Buy |
5,752
+130
| +2% | +$6.96K | 0.08% | 59 |
|
|
2019
Q2 | $286K | Buy |
+5,622
| New | +$276K | 0.08% | 58 |
|
|
2019
Q1 | – | Sell |
-5,174
| Closed | -$245K | – | 64 |
|
|
2018
Q4 | $245K | Buy |
5,174
+142
| +3% | +$6.8K | 0.06% | 64 |
|
|
2018
Q3 | $232K | Sell |
5,032
-83
| -2% | -$3.79K | 0.06% | 67 |
|
|
2018
Q2 | $224K | Buy |
5,115
+320
| +7% | +$13.8K | 0.06% | 64 |
|
|
2018
Q1 | $208K | Sell |
4,795
-150
| -3% | -$6.74K | 0.06% | 67 |
|
|
2017
Q4 | $227K | Buy |
+4,945
| New | +$227K | 0.06% | 62 |
|
|
2015
Q3 | – | Sell |
-8,618
| Closed | -$338K | – | 135 |
|
|
2015
Q2 | $338K | Sell |
8,618
-730
| -8% | -$29.7K | 0.08% | 124 |
|
|
2015
Q1 | $379K | Buy |
9,348
+4,564
| +95% | +$191K | 0.12% | 122 |
|
|
2014
Q4 | $202K | Sell |
4,784
-126
| -3% | -$5.38K | 0.1% | 132 |
|
|
2014
Q3 | $209K | Buy |
+4,910
| New | +$203K | 0.06% | 137 |
|
Other funds holding KO
Halbert Hargrove Global Advisors's KO Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $3.4K and bringing the position to 1,565 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #136.
Halbert Hargrove Global Advisors first reported a position in KO in Q3 2014 and has held it in 32 quarters since. The position peaked at $379K in Q1 2015. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Halbert Hargrove Global Advisors held 1,565 shares of Coca-Cola worth $127K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 43 Coca-Cola shares in Q2 2026, an estimated $3.4K.
- Coca-Cola made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #136 holding.
- Halbert Hargrove Global Advisors first reported a position in Coca-Cola in Q3 2014 and has held it in 32 quarters since.
- Halbert Hargrove Global Advisors's Coca-Cola position peaked at $379K in Q1 2015.
- 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.