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Oak Harvest Investment Services’s Coca-Cola KO Stock Holding History

Oak Harvest Investment 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 		$450K Sell
5,536
-1,279
-19% -$101K 0.04% 127
2026
Q1 		$518K Buy
6,815
+315
+5% +$23.8K 0.05% 122
2025
Q4 		$454K Buy
6,500
+7
+0.1% +$488 0.05% 136
2025
Q3 		$431K Sell
6,493
-601
-8% -$41.4K 0.05% 134
2025
Q2 		$502K Sell
7,094
-30
-0.4% -$2.14K 0.06% 124
2025
Q1 		$510K Sell
7,124
-385
-5% -$25.7K 0.07% 109
2024
Q4 		$468K Sell
7,509
-377
-5% -$24.6K 0.07% 122
2024
Q3 		$567K Sell
7,886
-390
-5% -$26.7K 0.08% 107
2024
Q2 		$527K Sell
8,276
-2,610
-24% -$162K 0.08% 100
2024
Q1 		$666K Sell
10,886
-138
-1% -$8.29K 0.11% 95
2023
Q4 		$650K Sell
11,024
-973
-8% -$55.3K 0.13% 89
2023
Q3 		$672K Sell
11,997
-1,309
-10% -$78.5K 0.14% 79
2023
Q2 		$801K Sell
13,306
-39,731
-75% -$2.47M 0.18% 66
2023
Q1 		$3.29M Sell
53,037
-7,216
-12% -$437K 0.76% 48
2022
Q4 		$3.83M Sell
60,253
-9,595
-14% -$579K 1% 40
2022
Q3 		$3.91M Sell
69,848
-1,944
-3% -$121K 1.04% 40
2022
Q2 		$4.52M Buy
71,792
+15,115
+27% +$958K 1.22% 36
2022
Q1 		$3.51M Buy
56,677
+9,694
+21% +$590K 0.87% 47
2021
Q4 		$2.78M Buy
46,983
+20,427
+77% +$1.14M 0.69% 50
2021
Q3 		$1.39M Buy
26,556
+1,774
+7% +$98.9K 0.41% 54
2021
Q2 		$1.34M Sell
24,782
-304
-1% -$16.5K 0.44% 55
2021
Q1 		$1.32M Sell
25,086
-119
-0.5% -$5.99K 0.51% 59
2020
Q4 		$1.38M Buy
+25,205
New +$1.3M 0.59% 49

Other funds holding KO

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
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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oak Harvest Investment Services's KO Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Coca-Cola (KO) stake by 19% in Q2 2026, selling an estimated $101K and leaving 5,536 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #127.

Oak Harvest Investment Services first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.52M in Q2 2022. 1,259 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Oak Harvest Investment Services held 5,536 shares of Coca-Cola worth $450K as of Q2 2026.
  • Oak Harvest Investment Services sold 1,279 Coca-Cola shares in Q2 2026, an estimated $101K.
  • Coca-Cola made up 0.04% of Oak Harvest Investment Services's portfolio in Q2 2026, its #127 holding.
  • Oak Harvest Investment Services first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Coca-Cola position peaked at $4.52M in Q2 2022.
  • 1,259 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.