HighMark Wealth Management’s Coca-Cola KO Stock Holding History

HighMark Wealth Management’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	$82.7K	Buy	1,018 +176	+21%	+$13.9K	0.03%	133
2026 Q1	$64K	Sell	842 -26	-3%	-$1.97K	0.03%	140
2025 Q4	$60.7K	Sell	868 -69	-7%	-$4.81K	0.02%	148
2025 Q3	$62.1K	Sell	937 -16	-2%	-$1.1K	0.03%	139
2025 Q2	$67.4K	Buy	953 +6	+0.6%	+$427	0.03%	136
2025 Q1	$67.8K	Hold	947	–	–	0.04%	111
2024 Q4	$59K	Buy	947 +11	+1%	+$718	0.03%	113
2024 Q3	$67.2K	Buy	936 +6	+0.6%	+$411	0.04%	126
2024 Q2	$59.2K	Buy	930 +29	+3%	+$1.79K	0.04%	124
2024 Q1	$55.1K	Hold	901	–	–	0.03%	128
2023 Q4	$53.1K	Sell	901 -54	-6%	-$3.07K	0.04%	123
2023 Q3	$53.4K	Buy	955 +38	+4%	+$2.28K	0.04%	111
2023 Q2	$55.3K	Buy	917 +7	+0.8%	+$435	0.04%	112
2023 Q1	$56.4K	Buy	910 +33	+4%	+$2K	0.04%	128
2022 Q4	$55.8K	Buy	877 +11	+1%	+$664	0.04%	95
2022 Q3	$49K	Buy	866 +5	+0.6%	+$311	0.04%	96
2022 Q2	$54K	Buy	861 +6	+0.7%	+$380	0.04%	98
2022 Q1	$53K	Hold	855	–	–	0.04%	103
2021 Q4	$51K	Buy	855 +11	+1%	+$613	0.03%	118
2021 Q3	$44K	Buy	844 +6	+0.7%	+$334	0.03%	122
2021 Q2	$45K	Buy	838 +5	+0.6%	+$272	0.03%	122
2021 Q1	$44K	Hold	833	–	–	0.04%	107
2020 Q4	$46K	Buy	833 +12	+1%	+$620	0.04%	99
2020 Q3	$41K	Sell	821 -486	-37%	-$23.4K	0.04%	117
2020 Q2	$58K	Buy	1,307 +11	+0.8%	+$507	0.06%	72
2020 Q1	$57K	Buy	1,296 +488	+60%	+$26.4K	0.07%	61
2019 Q4	$44K	Buy	+808	New	+$43.4K	0.05%	88

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighMark Wealth Management's KO Position: Q2 2026 in Review

HighMark Wealth Management increased its Coca-Cola (KO) stake by 21% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,018 shares worth $82.7K. The position accounts for 0.03% of the portfolio, ranked #133.

HighMark Wealth Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

HighMark Wealth Management held 1,018 shares of Coca-Cola worth $82.7K as of Q2 2026.
HighMark Wealth Management bought 176 Coca-Cola shares in Q2 2026, an estimated $13.9K.
Coca-Cola made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #133 holding.
HighMark Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.