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

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

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. 1,226 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.
1,226 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.