HF Advisory Group’s Coca-Cola KO Stock Holding History

HF Advisory Group’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	$808K	Buy	9,943 +567	+6%	+$44.8K	0.25%	110
2026 Q1	$713K	Sell	9,376 -10	-0.1%	-$756	0.24%	111
2025 Q4	$656K	Buy	9,386 +493	+6%	+$34.4K	0.23%	116
2025 Q3	$590K	Buy	8,893 +264	+3%	+$18.2K	0.22%	125
2025 Q2	$610K	Sell	8,629 -461	-5%	-$32.8K	0.24%	117
2025 Q1	$651K	Buy	9,090 +747	+9%	+$49.9K	0.28%	111
2024 Q4	$519K	Buy	8,343 +156	+2%	+$10.2K	0.24%	121
2024 Q3	$588K	Sell	8,187 -198	-2%	-$13.6K	0.27%	120
2024 Q2	$534K	Buy	8,385 +1,014	+14%	+$62.8K	0.28%	120
2024 Q1	$451K	Buy	7,371 +543	+8%	+$32.6K	0.25%	118
2023 Q4	$402K	Buy	6,828 +58	+0.9%	+$3.29K	0.26%	117
2023 Q3	$379K	Buy	6,770 +476	+8%	+$28.5K	0.28%	114
2023 Q2	$379K	Buy	6,294 +97	+2%	+$6.04K	0.3%	105
2023 Q1	$384K	Buy	6,197 +354	+6%	+$21.4K	0.34%	94
2022 Q4	$372K	Buy	+5,843	New	+$353K	0.38%	89

Other funds holding KO

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 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HF Advisory Group's KO Position: Q2 2026 in Review

HF Advisory Group increased its Coca-Cola (KO) stake by 6% in Q2 2026, buying an estimated $44.8K and bringing the position to 9,943 shares worth $808K. The position accounts for 0.25% of the portfolio, ranked #110.

HF Advisory Group first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

HF Advisory Group held 9,943 shares of Coca-Cola worth $808K as of Q2 2026.
HF Advisory Group bought 567 Coca-Cola shares in Q2 2026, an estimated $44.8K.
Coca-Cola made up 0.25% of HF Advisory Group's portfolio in Q2 2026, its #110 holding.
HF Advisory Group first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.