Harbor Asset Planning’s Coca-Cola KO Stock Holding History

Harbor Asset Planning’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	$76.6K	Buy	943 +5	+0.5%	+$395	0.06%	174
2026 Q1	$71.4K	Hold	938	–	–	0.06%	172
2025 Q4	$65.6K	Buy	938 +8	+0.9%	+$558	0.06%	171
2025 Q3	$61.7K	Buy	930 +5	+0.5%	+$344	0.06%	170
2025 Q2	$65.5K	Buy	+925	New	+$65.9K	0.06%	159

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Harbor Asset Planning's KO Position: Q2 2026 in Review

Harbor Asset Planning increased its Coca-Cola (KO) stake by 0.53% in Q2 2026, buying an estimated $395 and bringing the position to 943 shares worth $76.6K. The position accounts for 0.06% of the portfolio, ranked #174.

Harbor Asset Planning first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Harbor Asset Planning held 943 shares of Coca-Cola worth $76.6K as of Q2 2026.
Harbor Asset Planning bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
Coca-Cola made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #174 holding.
Harbor Asset Planning first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.