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Harbour Trust & Investment Management’s Coca-Cola KO Stock Holding History

Harbour Trust & Investment Management’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 		$483K Sell
5,946
-100
-2% -$7.9K 0.05% 113
2026
Q1 		$460K Sell
6,046
-1,100
-15% -$83.2K 0.05% 117
2025
Q4 		$500K Buy
7,146
+200
+3% +$13.9K 0.05% 113
2025
Q3 		$461K Hold
6,946
– – 0.05% 116
2025
Q2 		$491K Sell
6,946
-100
-1% -$7.12K 0.05% 113
2025
Q1 		$505K Sell
7,046
-500
-7% -$33.4K 0.06% 109
2024
Q4 		$470K Sell
7,546
-783
-9% -$51.1K 0.05% 114
2024
Q3 		$599K Sell
8,329
-89
-1% -$6.09K 0.07% 108
2024
Q2 		$536K Sell
8,418
-202
-2% -$12.5K 0.06% 113
2024
Q1 		$527K Buy
8,620
+10
+0.1% +$601 0.07% 118
2023
Q4 		$507K Buy
+8,610
New +$489K 0.07% 117

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
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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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

Harbour Trust & Investment Management's KO Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $7.9K and leaving 5,946 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #113.

Harbour Trust & Investment Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $599K in Q3 2024. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Harbour Trust & Investment Management held 5,946 shares of Coca-Cola worth $483K as of Q2 2026.
  • Harbour Trust & Investment Management sold 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
  • Coca-Cola made up 0.05% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #113 holding.
  • Harbour Trust & Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Harbour Trust & Investment Management's Coca-Cola position peaked at $599K in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.