HFS
KO icon

Howard Financial Services’s Coca-Cola KO Stock Holding History

Howard Financial Services’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 		$1.16M Buy
14,291
+2,237
+19% +$177K 0.12% 81
2026
Q1 		$917K Buy
12,054
+3,725
+45% +$282K 0.1% 81
2025
Q4 		$582K Buy
8,329
+804
+11% +$56K 0.07% 104
2025
Q3 		$499K Sell
7,525
-46
-0.6% -$3.17K 0.06% 107
2025
Q2 		$536K Buy
7,571
+163
+2% +$11.6K 0.07% 97
2025
Q1 		$531K Sell
7,408
-183
-2% -$12.2K 0.07% 100
2024
Q4 		$473K Buy
7,591
+903
+14% +$58.9K 0.06% 104
2024
Q3 		$481K Buy
6,688
+5
+0.1% +$342 0.07% 95
2024
Q2 		$425K Buy
6,683
+145
+2% +$8.98K 0.07% 95
2024
Q1 		$400K Buy
6,538
+45
+0.7% +$2.7K 0.07% 103
2023
Q4 		$383K Buy
6,493
+380
+6% +$21.6K 0.07% 105
2023
Q3 		$342K Buy
6,113
+1,300
+27% +$78K 0.08% 100
2023
Q2 		$290K Sell
4,813
-53
-1% -$3.3K 0.07% 109
2023
Q1 		$302K Sell
4,866
-103
-2% -$6.24K 0.07% 104
2022
Q4 		$316K Sell
4,969
-35
-0.7% -$2.11K 0.08% 100
2022
Q3 		$280K Buy
5,004
+104
+2% +$6.46K 0.09% 101
2022
Q2 		$308K Buy
+4,900
New +$311K 0.1% 88

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Howard Financial Services's KO Position: Q2 2026 in Review

Howard Financial Services increased its Coca-Cola (KO) stake by 19% in Q2 2026, buying an estimated $177K and bringing the position to 14,291 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #81.

Howard Financial Services first reported a position in KO in Q2 2022 and has held it in 17 quarters since. 1,384 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Howard Financial Services held 14,291 shares of Coca-Cola worth $1.16M as of Q2 2026.
  • Howard Financial Services bought 2,237 Coca-Cola shares in Q2 2026, an estimated $177K.
  • Coca-Cola made up 0.12% of Howard Financial Services's portfolio in Q2 2026, its #81 holding.
  • Howard Financial Services first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.