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 Q4	–	Sell	-1	Closed	-$910	–	3754
2023 Q3	$910	Hold	1	–	–	﹤0.01%	3490
2023 Q2	$1.36K	Sell	1 -199	-100%	-$12.4K	﹤0.01%	3373
2023 Q1	$14	Buy	200 +199	+19,900%	+$12K	﹤0.01%	3392
2022 Q4	$1.79K	Sell	1 -1	-50%	-$60	﹤0.01%	3271
2022 Q3	$1K	Buy	+2	New	+$124	﹤0.01%	3121

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.