HCR Wealth Advisors’s Coca-Cola KO Stock Holding History

HCR Wealth 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	$819K	Sell	10,082 -74	-0.7%	-$5.84K	0.07%	127
2026 Q1	$772K	Buy	10,156 +183	+2%	+$13.8K	0.08%	122
2025 Q4	$697K	Buy	9,973 +477	+5%	+$33.3K	0.07%	131
2025 Q3	$628K	Hold	9,496	–	–	0.07%	130
2025 Q2	$672K	Sell	9,496 -18	-0.2%	-$1.28K	0.08%	122
2025 Q1	$681K	Sell	9,514 -272	-3%	-$18.2K	0.09%	116
2024 Q4	$609K	Sell	9,786 -96	-1%	-$6.27K	0.08%	124
2024 Q3	$710K	Sell	9,882 -265	-3%	-$18.1K	0.09%	118
2024 Q2	$646K	Sell	10,147 -378	-4%	-$23.4K	0.09%	117
2024 Q1	$644K	Sell	10,525 -2,292	-18%	-$138K	0.1%	117
2023 Q4	$755K	Buy	12,817 +3,591	+39%	+$204K	0.12%	101
2023 Q3	$516K	Sell	9,226 -679	-7%	-$40.7K	0.11%	104
2023 Q2	$596K	Sell	9,905 -230	-2%	-$14.3K	0.11%	103
2023 Q1	$633K	Hold	10,135	–	–	0.13%	100
2022 Q4	$645K	Sell	10,135 -252	-2%	-$15.2K	0.14%	96
2022 Q3	$586K	Hold	10,387	–	–	0.12%	99
2022 Q2	$657K	Buy	10,387 +679	+7%	+$43K	0.13%	101
2022 Q1	$602K	Sell	9,708 -96	-1%	-$5.84K	0.1%	112
2021 Q4	$580K	Buy	9,804 +415	+4%	+$23.1K	0.09%	127
2021 Q3	$493K	Buy	9,389 +152	+2%	+$8.47K	0.08%	135
2021 Q2	$500K	Sell	9,237 -33	-0.4%	-$1.79K	0.09%	129
2021 Q1	$489K	Buy	9,270 +979	+12%	+$49.3K	0.1%	129
2020 Q4	$455K	Sell	8,291 -632	-7%	-$32.7K	0.1%	125
2020 Q3	$441K	Buy	8,923 +687	+8%	+$33K	0.1%	112
2020 Q2	$369K	Sell	8,236 -6	-0.1%	-$276	0.09%	112
2020 Q1	$365K	Buy	8,242 +555	+7%	+$30K	0.1%	108
2019 Q4	$425K	Buy	7,687 +699	+10%	+$37.6K	0.1%	112
2019 Q3	$380K	Sell	6,988 -253	-3%	-$13.5K	0.13%	110
2019 Q2	$369K	Buy	7,241 +233	+3%	+$11.4K	0.1%	116
2019 Q1	$327K	Buy	7,008 +457	+7%	+$21.4K	0.09%	133
2018 Q4	$310K	Hold	6,551	–	–	0.1%	125
2018 Q3	$304K	Sell	6,551 -114	-2%	-$5.21K	0.1%	125
2018 Q2	$293K	Buy	6,665 +35	+0.5%	+$1.51K	0.1%	141
2018 Q1	$288K	Buy	6,630 +20	+0.3%	+$898	0.1%	135
2017 Q4	$303K	Hold	6,610	–	–	0.11%	136
2017 Q3	$298K	Buy	6,610 +100	+2%	+$4.55K	0.13%	130
2017 Q2	$292K	Hold	6,510	–	–	0.14%	111
2017 Q1	$276K	Sell	6,510 -1,493	-19%	-$62.3K	0.14%	121
2016 Q4	$332K	Buy	+8,003	New	+$333K	0.18%	103

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

HCR Wealth Advisors's KO Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Coca-Cola (KO) stake by 0.73% in Q2 2026, selling an estimated $5.84K and leaving 10,082 shares worth $819K. The position accounts for 0.07% of the portfolio, ranked #127.

HCR Wealth Advisors first reported a position in KO in Q4 2016 and has held it in 39 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

HCR Wealth Advisors held 10,082 shares of Coca-Cola worth $819K as of Q2 2026.
HCR Wealth Advisors sold 74 Coca-Cola shares in Q2 2026, an estimated $5.84K.
Coca-Cola made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #127 holding.
HCR Wealth Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.