HighTower Advisors’s Coca-Cola KO Stock Holding History

HighTower 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
2023 Q2	–	Sell	-100	Closed	-$1.57K	–	3566
2023 Q1	$1.57K	Buy	+100	New	+$6.05K	﹤0.01%	3300
2022 Q3	–	Sell	-100	Closed	-$2K	–	3277
2022 Q2	$2K	Buy	+100	New	+$6.34K	﹤0.01%	3162
2020 Q3	–	Sell	-8,000	Closed	-$10K	–	2616
2020 Q2	$10K	Buy	+8,000	New	+$368K	﹤0.01%	2311
2017 Q1	–	Sell	-200	Closed	-$1K	–	2128
2016 Q4	$1K	Buy	+200	New	+$8.32K	﹤0.01%	1915

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

HighTower Advisors's KO Position: Q2 2026 in Review

HighTower Advisors reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $5.29M and leaving 2,896,306 shares worth $235M. The position accounts for 0.23% of the portfolio, ranked #92.

HighTower Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

HighTower Advisors held 2,896,306 shares of Coca-Cola worth $235M as of Q2 2026.
HighTower Advisors sold 67,006 Coca-Cola shares in Q2 2026, an estimated $5.29M.
Coca-Cola made up 0.23% of HighTower Advisors's portfolio in Q2 2026, its #92 holding.
HighTower Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.