HHM Wealth Advisors’s Coca-Cola KO Stock Holding History
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
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. 3,648 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.
- 3,648 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.