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Harvest Investment Services’s Coca-Cola KO Stock Holding History

Harvest Investment Services’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 		$336K Buy
4,132
+480
+13% +$37.9K 0.05% 292
2026
Q1 		$278K Buy
3,652
+381
+12% +$28.8K 0.05% 279
2025
Q4 		$229K Buy
+3,271
New +$228K 0.04% 290

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvest Investment Services's KO Position: Q2 2026 in Review

Harvest Investment Services increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $37.9K and bringing the position to 4,132 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #292.

Harvest Investment Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Harvest Investment Services held 4,132 shares of Coca-Cola worth $336K as of Q2 2026.
  • Harvest Investment Services bought 480 Coca-Cola shares in Q2 2026, an estimated $37.9K.
  • Coca-Cola made up 0.05% of Harvest Investment Services's portfolio in Q2 2026, its #292 holding.
  • Harvest Investment Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.