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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors's KO Position: Q1 2026 in Review

HighTower Advisors increased its Coca-Cola (KO) stake by 1.6% in Q1 2026, buying an estimated $3.55M and bringing the position to 2,963,312 shares worth $225M. The position accounts for 0.24% of the portfolio, ranked #82.

HighTower Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

HighTower Advisors held 2,963,312 shares of Coca-Cola worth $225M as of Q1 2026.
HighTower Advisors bought 46,976 Coca-Cola shares in Q1 2026, an estimated $3.55M.
Coca-Cola made up 0.24% of HighTower Advisors's portfolio in Q1 2026, its #82 holding.
HighTower Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.