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Harmony Asset Management’s Coca-Cola KO Stock Holding History

Harmony Asset 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 		$244K Sell
3,003
-496
-14% -$39.2K 0.07% 186
2026
Q1 		$266K Buy
3,499
+141
+4% +$10.7K 0.08% 170
2025
Q4 		$235K Buy
3,358
+63
+2% +$4.39K 0.08% 163
2025
Q3 		$219K Hold
3,295
– – 0.08% 163
2025
Q2 		$233K Sell
3,295
-100
-3% -$7.12K 0.09% 159
2025
Q1 		$243K Sell
3,395
-14,920
-81% -$996K 0.1% 143
2024
Q4 		$1.14M Sell
18,315
-868
-5% -$56.7K 0.45% 57
2024
Q3 		$1.38M Buy
19,183
+199
+1% +$13.6K 0.51% 52
2024
Q2 		$1.21M Buy
18,984
+2,013
+12% +$125K 0.51% 50
2024
Q1 		$1.04M Buy
16,971
+69
+0.4% +$4.14K 0.43% 62
2023
Q4 		$996K Buy
+16,902
New +$960K 0.42% 61

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Harmony Asset Management's KO Position: Q2 2026 in Review

Harmony Asset Management reduced its Coca-Cola (KO) stake by 14% in Q2 2026, selling an estimated $39.2K and leaving 3,003 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #186.

Harmony Asset Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2024. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Harmony Asset Management held 3,003 shares of Coca-Cola worth $244K as of Q2 2026.
  • Harmony Asset Management sold 496 Coca-Cola shares in Q2 2026, an estimated $39.2K.
  • Coca-Cola made up 0.07% of Harmony Asset Management's portfolio in Q2 2026, its #186 holding.
  • Harmony Asset Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Harmony Asset Management's Coca-Cola position peaked at $1.38M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.