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HC Advisors’s Coca-Cola KO Stock Holding History

HC Advisors’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 		$521K Buy
6,413
+284
+5% +$22.4K 0.32% 31
2026
Q1 		$466K Sell
6,129
-15
-0.2% -$1.13K 0.31% 33
2025
Q4 		$430K Buy
6,144
+61
+1% +$4.25K 0.3% 34
2025
Q3 		$403K Buy
6,083
+26
+0.4% +$1.79K 0.28% 38
2025
Q2 		$429K Sell
6,057
-1,071
-15% -$76.3K 0.3% 33
2025
Q1 		$511K Hold
7,128
– – 0.38% 31
2024
Q4 		$444K Buy
7,128
+1,803
+34% +$118K 0.36% 35
2024
Q3 		$383K Buy
5,325
+32
+0.6% +$2.19K 0.31% 37
2024
Q2 		$337K Sell
5,293
-18,521
-78% -$1.15M 0.31% 37
2024
Q1 		$1.46M Buy
23,814
+13,908
+140% +$835K 0.69% 30
2023
Q4 		$584K Sell
9,906
-712
-7% -$40.4K 0.33% 50
2023
Q3 		$594K Buy
10,618
+136
+1% +$8.16K 0.35% 45
2023
Q2 		$631K Buy
10,482
+17
+0.2% +$1.06K 0.37% 44
2023
Q1 		$649K Buy
10,465
+1,593
+18% +$96.5K 0.4% 43
2022
Q4 		$564K Buy
8,872
+300
+3% +$18.1K 0.39% 44
2022
Q3 		$480K Sell
8,572
-1,484
-15% -$92.2K 0.33% 50
2022
Q2 		$633K Buy
10,056
+1,330
+15% +$84.3K 0.45% 42
2022
Q1 		$541K Hold
8,726
– – 0.34% 44
2021
Q4 		$517K Buy
8,726
+33
+0.4% +$1.84K 0.32% 46
2021
Q3 		$456K Sell
8,693
-1,483
-15% -$82.7K 0.3% 47
2021
Q2 		$551K Buy
10,176
+1,617
+19% +$88K 0.34% 42
2021
Q1 		$451K Buy
8,559
+65
+0.8% +$3.27K 0.29% 46
2020
Q4 		$466K Buy
8,494
+34
+0.4% +$1.76K 0.32% 44
2020
Q3 		$418K Buy
8,460
+118
+1% +$5.67K 0.34% 42
2020
Q2 		$373K Buy
8,342
+3,202
+62% +$147K 0.31% 53
2020
Q1 		$227K Buy
+5,140
New +$278K 0.99% 23

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 $3.37T AUM 44.26% 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

HC Advisors's KO Position: Q2 2026 in Review

HC Advisors increased its Coca-Cola (KO) stake by 4.6% in Q2 2026, buying an estimated $22.4K and bringing the position to 6,413 shares worth $521K. The position accounts for 0.32% of the portfolio, ranked #31.

HC Advisors first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.46M in Q1 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • HC Advisors held 6,413 shares of Coca-Cola worth $521K as of Q2 2026.
  • HC Advisors bought 284 Coca-Cola shares in Q2 2026, an estimated $22.4K.
  • Coca-Cola made up 0.32% of HC Advisors's portfolio in Q2 2026, its #31 holding.
  • HC Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • HC Advisors's Coca-Cola position peaked at $1.46M in Q1 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.