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Montz Harcus Wealth Management’s Coca-Cola KO Stock Holding History

Montz Harcus Wealth 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 		$672K Buy
8,269
+56
+0.7% +$4.42K 0.24% 42
2026
Q1 		$625K Buy
8,213
+33
+0.4% +$2.5K 0.25% 44
2025
Q4 		$572K Buy
8,180
+138
+2% +$9.62K 0.23% 44
2025
Q3 		$533K Buy
8,042
+451
+6% +$31K 0.23% 44
2025
Q2 		$537K Sell
7,591
-410
-5% -$29.2K 0.26% 42
2025
Q1 		$573K Buy
8,001
+24
+0.3% +$1.6K 0.31% 37
2024
Q4 		$497K Sell
7,977
-253
-3% -$16.5K 0.28% 40
2024
Q3 		$591K Buy
8,230
+84
+1% +$5.75K 0.35% 32
2024
Q2 		$518K Buy
8,146
+341
+4% +$21.1K 0.34% 32
2024
Q1 		$477K Buy
7,805
+16
+0.2% +$961 0.32% 34
2023
Q4 		$459K Buy
7,789
+100
+1% +$5.68K 0.35% 33
2023
Q3 		$430K Sell
7,689
-14
-0.2% -$840 0.37% 30
2023
Q2 		$464K Buy
7,703
+148
+2% +$9.21K 0.38% 28
2023
Q1 		$469K Buy
7,555
+121
+2% +$7.33K 0.43% 27
2022
Q4 		$473K Buy
7,434
+90
+1% +$5.43K 0.47% 25
2022
Q3 		$411K Buy
7,344
+45
+0.6% +$2.8K 0.45% 27
2022
Q2 		$459K Buy
7,299
+45
+0.6% +$2.85K 0.48% 27
2022
Q1 		$450K Buy
7,254
+231
+3% +$14K 0.4% 28
2021
Q4 		$416K Buy
+7,023
New +$391K 0.36% 32

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Montz Harcus Wealth Management's KO Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Coca-Cola (KO) stake by 0.68% in Q2 2026, buying an estimated $4.42K and bringing the position to 8,269 shares worth $672K. The position accounts for 0.24% of the portfolio, ranked #42.

Montz Harcus Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Montz Harcus Wealth Management held 8,269 shares of Coca-Cola worth $672K as of Q2 2026.
  • Montz Harcus Wealth Management bought 56 Coca-Cola shares in Q2 2026, an estimated $4.42K.
  • Coca-Cola made up 0.24% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Montz Harcus Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.