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Huntleigh Advisors’s Coca-Cola KO Stock Holding History

Huntleigh 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
2026
Q2 		$612K Buy
7,527
+709
+10% +$56K 0.09% 182
2026
Q1 		$518K Buy
6,818
+1,054
+18% +$79.7K 0.09% 176
2025
Q4 		$403K Buy
5,764
+642
+13% +$44.8K 0.07% 186
2025
Q3 		$340K Buy
5,122
+3
+0.1% +$206 0.06% 208
2025
Q2 		$362K Sell
5,119
-93
-2% -$6.63K 0.07% 189
2025
Q1 		$373K Sell
5,212
-40
-0.8% -$2.67K 0.06% 172
2024
Q4 		$327K Buy
+5,252
New +$343K 0.07% 180

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Huntleigh Advisors's KO Position: Q2 2026 in Review

Huntleigh Advisors increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $56K and bringing the position to 7,527 shares worth $612K. The position accounts for 0.09% of the portfolio, ranked #182.

Huntleigh Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Huntleigh Advisors held 7,527 shares of Coca-Cola worth $612K as of Q2 2026.
  • Huntleigh Advisors bought 709 Coca-Cola shares in Q2 2026, an estimated $56K.
  • Coca-Cola made up 0.09% of Huntleigh Advisors's portfolio in Q2 2026, its #182 holding.
  • Huntleigh Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.