Harvey Investment Company’s Coca-Cola KO Stock Holding History

Harvey Investment Company’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	$6.03M	Buy	74,238 +1,262	+2%	+$99.7K	0.66%	35
2026 Q1	$5.55M	Sell	72,976 -367	-0.5%	-$27.7K	0.61%	36
2025 Q4	$5.13M	Sell	73,343 -245	-0.3%	-$17.1K	0.55%	38
2025 Q3	$4.88M	Hold	73,588	–	–	0.52%	38
2025 Q2	$5.21M	Sell	73,588 -130	-0.2%	-$9.26K	0.57%	38
2025 Q1	$5.28M	Hold	73,718	–	–	0.59%	36
2024 Q4	$4.59M	Sell	73,718 -255	-0.3%	-$16.6K	0.53%	38
2024 Q3	$5.32M	Sell	73,973 -365	-0.5%	-$25K	0.6%	34
2024 Q2	$4.73M	Sell	74,338 -2,037	-3%	-$126K	0.57%	36
2024 Q1	$4.67M	Hold	76,375	–	–	0.53%	39
2023 Q4	$4.5M	Sell	76,375 -600	-0.8%	-$34.1K	0.54%	39
2023 Q3	$4.31M	Buy	76,975 +13,500	+21%	+$810K	0.56%	40
2023 Q2	$3.82M	Sell	63,475 -15,600	-20%	-$971K	0.5%	42
2023 Q1	$4.91M	Sell	79,075 -650	-0.8%	-$39.4K	0.61%	36
2022 Q4	$5.07M	Sell	79,725 -1,650	-2%	-$99.6K	0.65%	37
2022 Q3	$4.56M	Hold	81,375	–	–	0.66%	35
2022 Q2	$5.12M	Sell	81,375 -365	-0.4%	-$23.1K	0.72%	35
2022 Q1	$5.07M	Hold	81,740	–	–	0.62%	37
2021 Q4	$4.84M	Sell	81,740 -325	-0.4%	-$18.1K	0.56%	39
2021 Q3	$4.31M	Sell	82,065 -1,933	-2%	-$108K	0.56%	39
2021 Q2	$4.54M	Sell	83,998 -3,776	-4%	-$205K	0.6%	37
2021 Q1	$4.63M	Hold	87,774	–	–	0.66%	34
2020 Q4	$4.81M	Sell	87,774 -800	-0.9%	-$41.4K	0.68%	35
2020 Q3	$4.37M	Hold	88,574	–	–	0.68%	36
2020 Q2	$3.96M	Buy	88,574 +281	+0.3%	+$12.9K	0.67%	34
2020 Q1	$3.91M	Hold	88,293	–	–	0.77%	34
2019 Q4	$4.89M	Buy	88,293 +2,575	+3%	+$138K	0.75%	35
2019 Q3	$4.67M	Sell	85,718 -365	-0.4%	-$19.5K	0.77%	36
2019 Q2	$4.38M	Buy	86,083 +4,671	+6%	+$229K	0.74%	36
2019 Q1	$3.81M	Sell	81,412 -783	-1%	-$36.6K	0.66%	37
2018 Q4	$3.89M	Sell	82,195 -725	-0.9%	-$34.7K	0.75%	37
2018 Q3	$3.83M	Hold	82,920	–	–	0.66%	36
2018 Q2	$3.64M	Sell	82,920 -2,350	-3%	-$101K	0.67%	38
2018 Q1	$3.7M	Buy	85,270 +801	+0.9%	+$36K	0.68%	37
2017 Q4	$3.88M	Sell	84,469 -300	-0.4%	-$13.8K	0.7%	36
2017 Q3	$3.81M	Sell	84,769 -1,600	-2%	-$72.8K	0.75%	36
2017 Q2	$3.87M	Sell	86,369 -600	-0.7%	-$26.5K	0.78%	35
2017 Q1	$3.69M	Buy	86,969 +450	+0.5%	+$18.8K	0.76%	36
2016 Q4	$3.59M	Hold	86,519	–	–	0.76%	36
2016 Q3	$3.66M	Sell	86,519 -7,250	-8%	-$318K	0.78%	37
2016 Q2	$4.25M	Hold	93,769	–	–	0.93%	32
2016 Q1	$4.35M	Sell	93,769 -1,000	-1%	-$43.5K	0.97%	32
2015 Q4	$4.07M	Sell	94,769 -3,246	-3%	-$138K	0.93%	33
2015 Q3	$3.93M	Sell	98,015 -6,500	-6%	-$260K	0.95%	34
2015 Q2	$4.1M	Sell	104,515 -4,700	-4%	-$191K	0.95%	34
2015 Q1	$4.43M	Sell	109,215 -4,200	-4%	-$176K	1.05%	30
2014 Q4	$4.79M	Sell	113,415 -3,852	-3%	-$165K	1.11%	31
2014 Q3	$5M	Sell	117,267 -5,400	-4%	-$223K	1.26%	30
2014 Q2	$5.2M	Sell	122,667 -9,166	-7%	-$372K	1.29%	31
2014 Q1	$5.1M	Buy	131,833 +4,535	+4%	+$175K	1.31%	31
2013 Q4	$5.26M	Sell	127,298 -10,486	-8%	-$414K	1.39%	30
2013 Q3	$5.22M	Buy	137,784 +98	+0.1%	+$3.87K	1.48%	27
2013 Q2	$5.52M	Buy	+137,686	New	+$5.7M	1.66%	25

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Harvey Investment Company's KO Position: Q2 2026 in Review

Harvey Investment Company increased its Coca-Cola (KO) stake by 1.7% in Q2 2026, buying an estimated $99.7K and bringing the position to 74,238 shares worth $6.03M. The position accounts for 0.66% of the portfolio, ranked #35.

Harvey Investment Company first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Harvey Investment Company held 74,238 shares of Coca-Cola worth $6.03M as of Q2 2026.
Harvey Investment Company bought 1,262 Coca-Cola shares in Q2 2026, an estimated $99.7K.
Coca-Cola made up 0.66% of Harvey Investment Company's portfolio in Q2 2026, its #35 holding.
Harvey Investment Company first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.