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Howard Capital Management Group’s Coca-Cola KO Stock Holding History

Howard Capital Management Group’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 		$33.7M Sell
414,544
-1,655
-0.4% -$131K 2.06% 19
2026
Q1 		$31.7M Buy
416,199
+11,886
+3% +$899K 2.1% 20
2025
Q4 		$28.3M Sell
404,313
-6,557
-2% -$457K 1.79% 25
2025
Q3 		$27.2M Buy
410,870
+3,459
+0.8% +$238K 1.73% 24
2025
Q2 		$28.8M Buy
407,411
+1,948
+0.5% +$139K 2% 20
2025
Q1 		$29M Buy
405,463
+898
+0.2% +$60K 2.26% 19
2024
Q4 		$25.2M Buy
404,565
+4,958
+1% +$324K 1.72% 25
2024
Q3 		$28.7M Buy
399,607
+2,069
+0.5% +$142K 2.02% 22
2024
Q2 		$25.3M Buy
397,538
+5,657
+1% +$350K 1.87% 24
2024
Q1 		$24M Buy
391,881
+7,389
+2% +$444K 1.85% 24
2023
Q4 		$22.7M Buy
384,492
+6,896
+2% +$392K 1.96% 24
2023
Q3 		$21.1M Buy
377,596
+2,532
+0.7% +$152K 2.04% 23
2023
Q2 		$22.6M Sell
375,064
-1,957
-0.5% -$122K 2.1% 23
2023
Q1 		$23.4M Sell
377,021
-1,149
-0.3% -$69.6K 2.47% 17
2022
Q4 		$24.1M Sell
378,170
-6,688
-2% -$404K 2.88% 14
2022
Q3 		$21.6M Sell
384,858
-1,651
-0.4% -$103K 2.72% 15
2022
Q2 		$24.3M Sell
386,509
-3,972
-1% -$252K 2.85% 14
2022
Q1 		$24.2M Sell
390,481
-1,257
-0.3% -$76.4K 2.2% 20
2021
Q4 		$23.2M Buy
391,738
+8,501
+2% +$473K 1.91% 24
2021
Q3 		$20.1M Buy
383,237
+16,564
+5% +$923K 1.86% 25
2021
Q2 		$19.8M Buy
366,673
+16,014
+5% +$871K 1.87% 27
2021
Q1 		$18.5M Buy
+350,659
New +$17.6M 1.93% 26

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Howard Capital Management Group's KO Position: Q2 2026 in Review

Howard Capital Management Group reduced its Coca-Cola (KO) stake by 0.4% in Q2 2026, selling an estimated $131K and leaving 414,544 shares worth $33.7M. The position accounts for 2.06% of the portfolio, ranked #19.

Howard Capital Management Group first reported a position in KO in Q1 2021 and has held it in 22 quarters since. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Howard Capital Management Group held 414,544 shares of Coca-Cola worth $33.7M as of Q2 2026.
  • Howard Capital Management Group sold 1,655 Coca-Cola shares in Q2 2026, an estimated $131K.
  • Coca-Cola made up 2.06% of Howard Capital Management Group's portfolio in Q2 2026, its #19 holding.
  • Howard Capital Management Group first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.