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

Howard Capital 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	$2.33M	Buy	28,653 +13,158	+85%	+$1.04M	0.03%	172
2026 Q1	$1.18M	Sell	15,495 -15,242	-50%	-$1.15M	0.02%	161
2025 Q4	$2.15M	Buy	30,737 +161	+0.5%	+$11.2K	0.03%	156
2025 Q3	$2.03M	Buy	30,576 +966	+3%	+$66.5K	0.03%	157
2025 Q2	$2.11M	Buy	29,610 +6,798	+30%	+$484K	0.03%	150
2025 Q1	$1.63M	Sell	22,812 -3,238	-12%	-$216K	0.04%	148
2024 Q4	$1.62M	Buy	26,050 +1,599	+7%	+$104K	0.03%	167
2024 Q3	$1.76M	Buy	+24,451	New	+$1.67M	0.03%	150

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Howard Capital Management increased its Coca-Cola (KO) stake by 85% in Q2 2026, buying an estimated $1.04M and bringing the position to 28,653 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #172.

Howard Capital Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Howard Capital Management held 28,653 shares of Coca-Cola worth $2.33M as of Q2 2026.
Howard Capital Management bought 13,158 Coca-Cola shares in Q2 2026, an estimated $1.04M.
Coca-Cola made up 0.03% of Howard Capital Management's portfolio in Q2 2026, its #172 holding.
Howard Capital Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.