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Harvest Portfolios Group’s Coca-Cola KO Stock Holding History

Harvest Portfolios Group’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 		$24.1M Sell
296,708
-15,270
-5% -$1.21M 0.34% 69
2026
Q1 		$23.7M Sell
311,978
-38
-0% -$2.87K 0.39% 71
2025
Q4 		$21.8M Buy
312,016
+18,168
+6% +$1.27M 0.38% 71
2025
Q3 		$19.5M Buy
293,848
+41,994
+17% +$2.89M 0.36% 65
2025
Q2 		$17.8M Sell
251,854
-52,568
-17% -$3.74M 0.41% 63
2025
Q1 		$21.8M Buy
304,422
+25,105
+9% +$1.68M 0.64% 47
2024
Q4 		$17.4M Buy
279,317
+23,495
+9% +$1.53M 0.58% 55
2024
Q3 		$18.4M Buy
+255,822
New +$17.5M 0.61% 53
2023
Q2 		– Sell
-1,260
Closed -$78.2K – 224
2023
Q1 		$78.2K Buy
+1,260
New +$76.3K ﹤0.01% 214

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 Portfolios Group's KO Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Coca-Cola (KO) stake by 4.9% in Q2 2026, selling an estimated $1.21M and leaving 296,708 shares worth $24.1M. The position accounts for 0.34% of the portfolio, ranked #69.

Harvest Portfolios Group first reported a position in KO in Q1 2023 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Harvest Portfolios Group held 296,708 shares of Coca-Cola worth $24.1M as of Q2 2026.
  • Harvest Portfolios Group sold 15,270 Coca-Cola shares in Q2 2026, an estimated $1.21M.
  • Coca-Cola made up 0.34% of Harvest Portfolios Group's portfolio in Q2 2026, its #69 holding.
  • Harvest Portfolios Group first reported a position in Coca-Cola in Q1 2023 and has held it in 9 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.