Heritage Wealth Management (Ohio)’s Coca-Cola KO Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.24M	Buy	+27,612	New	+$2.18M	0.56%	47
2026 Q1	–	Sell	-28,011	Closed	-$1.96M	–	202
2025 Q4	$1.96M	Buy	28,011 +154	+0.6%	+$10.7K	0.54%	47
2025 Q3	$1.85M	Buy	27,857 +3	+0%	+$206	0.54%	49
2025 Q2	$1.97M	Sell	27,854 -1,138	-4%	-$81.1K	0.64%	41
2025 Q1	$2.08M	Sell	28,992 -400	-1%	-$26.7K	0.71%	32
2024 Q4	$1.83M	Sell	29,392 -297	-1%	-$19.4K	0.61%	36
2024 Q3	$2.13M	Sell	29,689 -600	-2%	-$41.1K	0.7%	32
2024 Q2	$1.93M	Buy	+30,289	New	+$1.87M	0.65%	35

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s KO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Coca-Cola (KO) in Q2 2026: 27,612 shares worth $2.24M. The stake represents 0.56% of the portfolio and ranks #47 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in KO as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Heritage Wealth Management (Ohio) held 27,612 shares of Coca-Cola worth $2.24M as of Q2 2026.
Coca-Cola was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Coca-Cola made up 0.56% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #47 holding.
Heritage Wealth Management (Ohio) first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.