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Harbour Investments’s Coca-Cola KO Stock Holding History

Harbour Investments’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
Q1 		$10.4M Buy
137,136
+29,334
+27% +$2.22M 0.16% 120
2025
Q4 		$7.54M Buy
107,802
+63,689
+144% +$4.44M 0.15% 126
2025
Q3 		$2.93M Buy
44,113
+1,480
+3% +$102K 0.07% 255
2025
Q2 		$3.02M Sell
42,633
-2,535
-6% -$181K 0.08% 235
2025
Q1 		$3.23M Buy
45,168
+1,361
+3% +$90.9K 0.09% 192
2024
Q4 		$2.73M Buy
43,807
+3,388
+8% +$221K 0.08% 219
2024
Q3 		$2.9M Buy
40,419
+113
+0.3% +$7.74K 0.09% 195
2024
Q2 		$2.57M Buy
40,306
+2,326
+6% +$144K 0.09% 208
2024
Q1 		$2.32M Sell
37,980
-5,692
-13% -$342K 0.08% 222
2023
Q4 		$2.57M Buy
43,672
+9,447
+28% +$537K 0.11% 184
2023
Q3 		$1.92M Buy
34,225
+1,147
+3% +$68.8K 0.1% 204
2023
Q2 		$1.99M Sell
33,078
-4,192
-11% -$261K 0.1% 204
2023
Q1 		$2.31M Buy
37,270
+323
+0.9% +$19.6K 0.13% 153
2022
Q4 		$2.35M Sell
36,947
-705
-2% -$42.6K 0.14% 134
2022
Q3 		$2.37M Hold
37,652
– – 0.16% 118
2022
Q2 		$2.37M Buy
+37,652
New +$2.39M 0.16% 118
2021
Q4 		$2.34M Sell
39,529
-49,678
-56% -$2.77M 0.14% 155
2021
Q3 		$4.68M Buy
89,207
+247
+0.3% +$13.8K 0.15% 127
2021
Q2 		$4.81M Sell
88,960
-979
-1% -$53.3K 0.15% 125
2021
Q1 		$4.74M Buy
+89,939
New +$4.53M 0.17% 118

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbour Investments's KO Position: Q1 2026 in Review

Harbour Investments increased its Coca-Cola (KO) stake by 27% in Q1 2026, buying an estimated $2.22M and bringing the position to 137,136 shares worth $10.4M. The position accounts for 0.16% of the portfolio, ranked #120.

Harbour Investments first reported a position in KO in Q1 2021 and has held it in 20 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Harbour Investments held 137,136 shares of Coca-Cola worth $10.4M as of Q1 2026.
  • Harbour Investments bought 29,334 Coca-Cola shares in Q1 2026, an estimated $2.22M.
  • Coca-Cola made up 0.16% of Harbour Investments's portfolio in Q1 2026, its #120 holding.
  • Harbour Investments first reported a position in Coca-Cola in Q1 2021 and has held it in 20 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.