HWA
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Heritage Wealth Advisors’s Coca-Cola KO Stock Holding History

Heritage 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
Q1 		$1.33M Buy
17,442
+1,164
+7% +$88K 0.05% 68
2025
Q4 		$1.14M Buy
16,278
+3
+0% +$209 0.04% 97
2025
Q3 		$1.08M Sell
16,275
-401
-2% -$27.6K 0.05% 79
2025
Q2 		$1.18M Buy
16,676
+140
+0.8% +$9.97K 0.06% 73
2025
Q1 		$1.18M Sell
16,536
-84
-0.5% -$5.61K 0.06% 71
2024
Q4 		$1.03M Buy
16,620
+7
+0% +$457 0.05% 83
2024
Q3 		$1.19M Buy
16,613
+32
+0.2% +$2.19K 0.06% 78
2024
Q2 		$1.06M Sell
16,581
-1,963
-11% -$122K 0.05% 81
2024
Q1 		$1.13M Buy
18,544
+174
+0.9% +$10.5K 0.05% 80
2023
Q4 		$1.08M Sell
18,370
-200
-1% -$11.4K 0.05% 82
2023
Q3 		$1.04M Sell
18,570
-848
-4% -$50.9K 0.06% 76
2023
Q2 		$1.17M Sell
19,418
-200
-1% -$12.4K 0.06% 76
2023
Q1 		$1.22M Sell
19,618
-2,966
-13% -$180K 0.07% 70
2022
Q4 		$1.44M Sell
22,584
-1,117
-5% -$67.4K 0.08% 67
2022
Q3 		$1.33M Hold
23,701
– – 0.1% 63
2022
Q2 		$1.49M Buy
23,701
+2,035
+9% +$129K 0.1% 60
2022
Q1 		$1.34M Sell
21,666
-216
-1% -$13.1K 0.07% 65
2021
Q4 		$1.3M Buy
21,882
+398
+2% +$22.2K 0.07% 77
2021
Q3 		$1.13M Sell
21,484
-459
-2% -$25.6K 0.07% 77
2021
Q2 		$1.19M Buy
21,943
+503
+2% +$27.4K 0.07% 75
2021
Q1 		$1.13M Sell
21,440
-363
-2% -$18.3K 0.07% 78
2020
Q4 		$1.2M Buy
21,803
+1,117
+5% +$57.8K 0.07% 81
2020
Q3 		$1.02M Sell
20,686
-1,279
-6% -$61.5K 0.13% 60
2020
Q2 		$981K Sell
21,965
-536
-2% -$24.7K 0.14% 59
2020
Q1 		$996K Sell
22,501
-1,685
-7% -$91K 0.18% 59
2019
Q4 		$1.34M Sell
24,186
-1,362
-5% -$73.2K 0.18% 56
2019
Q3 		$1.39M Buy
25,548
+2,087
+9% +$112K 0.2% 50
2019
Q2 		$1.19M Buy
23,461
+3,972
+20% +$195K 0.18% 54
2019
Q1 		$913K Buy
19,489
+1,454
+8% +$68K 0.15% 59
2018
Q4 		$853K Buy
18,035
+119
+0.7% +$5.7K 0.17% 59
2018
Q3 		$827K Buy
17,916
+125
+0.7% +$5.71K 0.16% 57
2018
Q2 		$778K Sell
17,791
-200
-1% -$8.64K 0.29% 53
2018
Q1 		$782K Sell
17,991
-33
-0.2% -$1.48K 0.32% 50
2017
Q4 		$827K Buy
18,024
+93
+0.5% +$4.28K 0.35% 51
2017
Q3 		$808K Buy
17,931
+227
+1% +$10.3K 0.41% 49
2017
Q2 		$795K Hold
17,704
– – 0.41% 49
2017
Q1 		$751K Sell
17,704
-571
-3% -$23.8K 0.4% 48
2016
Q4 		$756K Sell
18,275
-455
-2% -$18.9K 0.49% 37
2016
Q3 		$794K Hold
18,730
– – 0.55% 32
2016
Q2 		$849K Buy
18,730
+6,107
+48% +$276K 0.57% 27
2016
Q1 		$586K Hold
12,623
– – 0.46% 31
2015
Q4 		$544K Sell
12,623
-41
-0.3% -$1.74K 0.46% 31
2015
Q3 		$508K Buy
12,664
+80
+0.6% +$3.2K 0.44% 30
2015
Q2 		$494K Hold
12,584
– – 0.41% 45
2015
Q1 		$509K Hold
12,584
– – 0.42% 45
2014
Q4 		$531K Buy
12,584
+51
+0.4% +$2.18K 0.47% 43
2014
Q3 		$536K Buy
12,533
+2,177
+21% +$90K 0.56% 36
2014
Q2 		$438K Hold
10,356
– – 0.47% 42
2014
Q1 		$400K Hold
10,356
– – 0.46% 42
2013
Q4 		$429K Buy
+10,356
New +$408K 0.54% 38

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's KO Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Coca-Cola (KO) stake by 7.2% in Q1 2026, buying an estimated $88K and bringing the position to 17,442 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #68.

Heritage Wealth Advisors first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.49M in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Heritage Wealth Advisors held 17,442 shares of Coca-Cola worth $1.33M as of Q1 2026.
  • Heritage Wealth Advisors bought 1,164 Coca-Cola shares in Q1 2026, an estimated $88K.
  • Coca-Cola made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Heritage Wealth Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Coca-Cola position peaked at $1.49M in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.