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Harbor Investment Advisory’s Coca-Cola KO Stock Holding History

Harbor Investment Advisory’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 		$2.03M Buy
24,927
+2,854
+13% +$225K 0.14% 119
2026
Q1 		$1.68M Sell
22,073
-1,132
-5% -$85.6K 0.13% 128
2025
Q4 		$1.62M Buy
23,205
+3,188
+16% +$222K 0.12% 135
2025
Q3 		$1.33M Buy
20,017
+2,310
+13% +$159K 0.11% 145
2025
Q2 		$1.25M Buy
17,707
+1,668
+10% +$119K 0.11% 144
2025
Q1 		$1.15M Buy
16,039
+316
+2% +$21.1K 0.11% 141
2024
Q4 		$979K Sell
15,723
-581
-4% -$37.9K 0.09% 150
2024
Q3 		$1.17M Sell
16,304
-406
-2% -$27.8K 0.12% 140
2024
Q2 		$1.06M Sell
16,710
-746
-4% -$46.2K 0.11% 136
2024
Q1 		$1.07M Sell
17,456
-2,351
-12% -$141K 0.11% 142
2023
Q4 		$1.17M Buy
19,807
+439
+2% +$24.9K 0.13% 123
2023
Q3 		$1.08M Buy
19,368
+511
+3% +$30.6K 0.14% 123
2023
Q2 		$1.14M Buy
18,857
+1,761
+10% +$110K 0.16% 122
2023
Q1 		$1.06M Buy
17,096
+246
+1% +$14.9K 0.16% 126
2022
Q4 		$1.07M Buy
16,850
+3,362
+25% +$203K 0.17% 118
2022
Q3 		$756K Buy
13,488
+1,586
+13% +$98.6K 0.12% 147
2022
Q2 		$749K Sell
11,902
-129
-1% -$8.18K 0.12% 152
2022
Q1 		$746K Buy
12,031
+80
+0.7% +$4.87K 0.1% 170
2021
Q4 		$708K Sell
11,951
-1,073
-8% -$59.7K 0.09% 180
2021
Q3 		$683K Buy
13,024
+949
+8% +$52.9K 0.09% 181
2021
Q2 		$653K Sell
12,075
-2,880
-19% -$157K 0.09% 192
2021
Q1 		$788K Sell
14,955
-205
-1% -$10.3K 0.12% 146
2020
Q4 		$831K Buy
15,160
+1,217
+9% +$62.9K 0.13% 130
2020
Q3 		$688K Buy
13,943
+1,729
+14% +$83.2K 0.13% 131
2020
Q2 		$546K Buy
12,214
+1,671
+16% +$77K 0.12% 145
2020
Q1 		$467K Sell
10,543
-559
-5% -$30.2K 0.13% 137
2019
Q4 		$614K Buy
+11,102
New +$597K 0.14% 137

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

Harbor Investment Advisory's KO Position: Q2 2026 in Review

Harbor Investment Advisory increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $225K and bringing the position to 24,927 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #119.

Harbor Investment Advisory first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,241 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Harbor Investment Advisory held 24,927 shares of Coca-Cola worth $2.03M as of Q2 2026.
  • Harbor Investment Advisory bought 2,854 Coca-Cola shares in Q2 2026, an estimated $225K.
  • Coca-Cola made up 0.14% of Harbor Investment Advisory's portfolio in Q2 2026, its #119 holding.
  • Harbor Investment Advisory first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.