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

HHM 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 		$948K Sell
11,661
-294
-2% -$23.2K 0.1% 81
2026
Q1 		$909K Sell
11,955
-12
-0.1% -$907 0.1% 75
2025
Q4 		$837K Sell
11,967
-198
-2% -$13.8K 0.1% 77
2025
Q3 		$807K Sell
12,165
-142
-1% -$9.77K 0.09% 79
2025
Q2 		$871K Sell
12,307
-86
-0.7% -$6.13K 0.1% 74
2025
Q1 		$888K Buy
12,393
+1,930
+18% +$129K 0.12% 71
2024
Q4 		$651K Buy
10,463
+1,313
+14% +$85.7K 0.09% 91
2024
Q3 		$657K Sell
9,150
-868
-9% -$59.4K 0.09% 78
2024
Q2 		$638K Buy
10,018
+4,160
+71% +$258K 0.1% 79
2024
Q1 		$358K Sell
5,858
-325
-5% -$19.5K 0.06% 95
2023
Q4 		$364K Buy
6,183
+940
+18% +$53.4K 0.06% 88
2023
Q3 		$294K Sell
5,243
-270
-5% -$16.2K 0.06% 102
2023
Q2 		$332K Sell
5,513
-40
-0.7% -$2.49K 0.06% 95
2023
Q1 		$344K Buy
5,553
+199
+4% +$12K 0.07% 91
2022
Q4 		$341K Sell
5,354
-2
-0% -$121 0.08% 83
2022
Q3 		$300K Sell
5,356
-2,673
-33% -$166K 0.08% 82
2022
Q2 		$505K Buy
8,029
+675
+9% +$42.8K 0.13% 64
2022
Q1 		$456K Sell
7,354
-10
-0.1% -$608 0.11% 76
2021
Q4 		$436K Hold
7,364
– – 0.11% 78
2021
Q3 		$386K Sell
7,364
-957
-12% -$53.3K 0.1% 79
2021
Q2 		$450K Hold
8,321
– – 0.12% 70
2021
Q1 		$439K Hold
8,321
– – 0.14% 62
2020
Q4 		$456K Sell
8,321
-475
-5% -$24.6K 0.16% 54
2020
Q3 		$434K Buy
8,796
+276
+3% +$13.3K 0.17% 48
2020
Q2 		$381K Buy
8,520
+400
+5% +$18.4K 0.16% 49
2020
Q1 		$359K Buy
8,120
+3,346
+70% +$181K 0.18% 48
2019
Q4 		$264K Sell
4,774
-123
-3% -$6.61K 0.13% 67
2019
Q3 		$267K Buy
4,897
+18
+0.4% +$964 0.15% 65
2019
Q2 		$248K Buy
4,879
+600
+14% +$29.4K 0.15% 64
2019
Q1 		$201K Buy
+4,279
New +$200K 0.13% 66

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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

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

HHM Wealth Advisors reduced its Coca-Cola (KO) stake by 2.5% in Q2 2026, selling an estimated $23.2K and leaving 11,661 shares worth $948K. The position accounts for 0.1% of the portfolio, ranked #81.

HHM Wealth Advisors first reported a position in KO in Q1 2019 and has held it in 30 quarters since. 1,267 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • HHM Wealth Advisors held 11,661 shares of Coca-Cola worth $948K as of Q2 2026.
  • HHM Wealth Advisors sold 294 Coca-Cola shares in Q2 2026, an estimated $23.2K.
  • Coca-Cola made up 0.1% of HHM Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • HHM Wealth Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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