Heck Capital Advisors’s Coca-Cola KO Stock Holding History

Heck Capital 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	$314K	Buy	3,857 +317	+9%	+$25K	0.02%	184
2026 Q1	$270K	Sell	3,540 -3,418	-49%	-$258K	0.02%	186
2025 Q4	$486K	Buy	6,958 +3,382	+95%	+$236K	0.04%	152
2025 Q3	$238K	Buy	3,576 +79	+2%	+$5.44K	0.02%	187
2025 Q2	$248K	Buy	3,497 +235	+7%	+$16.7K	0.02%	168
2025 Q1	$234K	Buy	3,262 +3	+0.1%	+$200	0.03%	148
2024 Q4	$203K	Sell	3,259 -8	-0.2%	-$522	0.02%	145
2024 Q3	$235K	Sell	3,267 -89	-3%	-$6.09K	0.03%	145
2024 Q2	$214K	Sell	3,356 -2	-0.1%	-$124	0.03%	140
2024 Q1	$205K	Buy	3,358 +30	+0.9%	+$1.8K	0.03%	136
2023 Q4	$196K	Buy	+3,328	New	+$189K	0.03%	134

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Heck Capital Advisors's KO Position: Q2 2026 in Review

Heck Capital Advisors increased its Coca-Cola (KO) stake by 9% in Q2 2026, buying an estimated $25K and bringing the position to 3,857 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #184.

Heck Capital Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $486K in Q4 2025. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Heck Capital Advisors held 3,857 shares of Coca-Cola worth $314K as of Q2 2026.
Heck Capital Advisors bought 317 Coca-Cola shares in Q2 2026, an estimated $25K.
Coca-Cola made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #184 holding.
Heck Capital Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Heck Capital Advisors's Coca-Cola position peaked at $486K in Q4 2025.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.