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Harvest Fund Management’s Coca-Cola KO Stock Holding History

Harvest Fund 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
Q1 		$1.07M Sell
14,029
-3,156
-18% -$239K 0.05% 167
2025
Q4 		$1.2M Sell
17,185
-4,321
-20% -$301K 0.05% 180
2025
Q3 		$1.43M Sell
21,506
-45,472
-68% -$3.13M 0.06% 165
2025
Q2 		$4.74M Sell
66,978
-6,854
-9% -$488K 0.22% 86
2025
Q1 		$5.29M Buy
73,832
+73,634
+37,189% +$4.92M 0.26% 73
2024
Q4 		$12K Sell
198
-10,218
-98% -$667K ﹤0.01% 658
2024
Q3 		$748K Buy
10,416
+4,669
+81% +$320K 0.04% 210
2024
Q2 		$366K Buy
5,747
+3,038
+112% +$188K 0.03% 269
2024
Q1 		$166K Sell
2,709
-2,509
-48% -$151K 0.01% 356
2023
Q4 		$307K Sell
5,218
-1,982
-28% -$113K 0.05% 175
2023
Q3 		$403K Sell
7,200
-10,597
-60% -$636K 0.07% 129
2023
Q2 		$1.07M Sell
17,797
-3,028
-15% -$188K 0.22% 60
2023
Q1 		$1.29M Sell
20,825
-9,585
-32% -$580K 0.28% 46
2022
Q4 		$1.93M Sell
30,410
-2,978
-9% -$180K 0.5% 39
2022
Q3 		$1.87M Buy
33,388
+6,259
+23% +$389K 0.54% 37
2022
Q2 		$1.71M Buy
27,129
+5,223
+24% +$331K 0.47% 39
2022
Q1 		$1.36M Buy
21,906
+17,812
+435% +$1.08M 0.28% 38
2021
Q4 		$240K Buy
4,094
+1,512
+59% +$84.2K 0.04% 212
2021
Q3 		$135K Buy
2,582
+590
+30% +$32.9K 0.03% 225
2021
Q2 		$107K Sell
1,992
-38
-2% -$2.07K 0.01% 257
2021
Q1 		$107K Sell
2,030
-4,013
-66% -$202K 0.01% 239
2020
Q4 		$331K Sell
6,043
-309
-5% -$16K 0.03% 99
2020
Q3 		$313K Sell
6,352
-6,649
-51% -$320K 0.03% 113
2020
Q2 		$582K Sell
13,001
-4,452
-26% -$205K 0.05% 63
2020
Q1 		$771K Buy
17,453
+7,480
+75% +$404K 0.09% 43
2019
Q4 		$477K Sell
9,973
-10,313
-51% -$554K 0.05% 59
2019
Q3 		$1.1M Buy
20,286
+11,756
+138% +$630K 0.14% 31
2019
Q2 		$434K Sell
8,530
-3,691
-30% -$181K 0.05% 63
2019
Q1 		$573K Sell
12,221
-4,417
-27% -$207K 0.1% 49
2018
Q4 		$788K Buy
+16,638
New +$796K 0.17% 37

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

Harvest Fund Management's KO Position: Q1 2026 in Review

Harvest Fund Management reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $239K and leaving 14,029 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #167.

Harvest Fund Management first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.29M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Harvest Fund Management held 14,029 shares of Coca-Cola worth $1.07M as of Q1 2026.
  • Harvest Fund Management sold 3,156 Coca-Cola shares in Q1 2026, an estimated $239K.
  • Coca-Cola made up 0.05% of Harvest Fund Management's portfolio in Q1 2026, its #167 holding.
  • Harvest Fund Management first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Harvest Fund Management's Coca-Cola position peaked at $5.29M in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.