Sanders Morris Harris’s Coca-Cola KO Stock Holding History

Sanders Morris Harris’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	$1.35M	Sell	16,565 -63	-0.4%	-$4.98K	0.78%	26
2026 Q1	$1.26M	Buy	+16,628	New	+$1.26M	0.2%	96
2025 Q4	–	Sell	-6,165	Closed	-$409K	–	169
2025 Q3	$409K	Sell	6,165 -466	-7%	-$32.1K	0.05%	189
2025 Q2	$469K	Hold	6,631	–	–	0.11%	74
2025 Q1	$475K	Hold	6,631	–	–	0.07%	161
2024 Q4	$414K	Hold	6,631	–	–	0.06%	180
2024 Q3	$477K	Hold	6,631	–	–	0.08%	160
2024 Q2	$422K	Hold	6,631	–	–	0.07%	174
2024 Q1	$406K	Buy	+6,631	New	+$398K	0.07%	182
2023 Q4	–	Sell	-7,681	Closed	-$430K	–	206
2023 Q3	$430K	Hold	7,681	–	–	0.09%	166
2023 Q2	$463K	Hold	7,681	–	–	0.1%	146
2023 Q1	$476K	Hold	7,681	–	–	0.17%	58
2022 Q4	$489K	Hold	7,681	–	–	0.19%	116
2022 Q3	$430K	Hold	7,681	–	–	0.11%	156
2022 Q2	$483K	Hold	7,681	–	–	0.11%	154
2022 Q1	$476K	Hold	7,681	–	–	0.09%	175
2021 Q4	$455K	Hold	7,681	–	–	0.08%	179
2021 Q3	$403K	Hold	7,681	–	–	0.07%	197
2021 Q2	$416K	Sell	7,681 -10,000	-57%	-$544K	0.08%	198
2021 Q1	$932K	Buy	17,681 +865	+5%	+$43.5K	0.2%	91
2020 Q4	$922K	Sell	16,816 -1,000	-6%	-$51.7K	0.21%	88
2020 Q3	$879K	Sell	17,816 -435	-2%	-$20.9K	0.24%	85
2020 Q2	$815K	Hold	18,251	–	–	0.4%	34
2020 Q1	$1K	Buy	18,251 +9,600	+111%	+$518K	﹤0.01%	142
2019 Q4	$406K	Hold	8,651	–	–	0.09%	185
2019 Q3	$471K	Hold	8,651	–	–	0.11%	152
2019 Q2	$440K	Hold	8,651	–	–	0.11%	161
2019 Q1	$406K	Hold	8,651	–	–	0.2%	69
2018 Q4	$410K	Sell	8,651 -615	-7%	-$29.4K	0.23%	60
2018 Q3	$428K	Hold	9,266	–	–	0.2%	70
2018 Q2	$407K	Sell	9,266 -100	-1%	-$4.32K	0.19%	77
2018 Q1	$406K	Buy	9,366 +1,150	+14%	+$51.7K	0.17%	83
2017 Q4	$377K	Sell	8,216 -200	-2%	-$9.19K	0.16%	74
2017 Q3	$379K	Sell	8,416 -500	-6%	-$22.7K	0.16%	85
2017 Q2	$400K	Sell	8,916 -400	-4%	-$17.7K	0.16%	71
2017 Q1	$395K	Hold	9,316	–	–	0.14%	87
2016 Q4	$386K	Sell	9,316 -345	-4%	-$14.4K	0.18%	72
2016 Q3	$409K	Sell	9,661 -7,788	-45%	-$341K	0.12%	96
2016 Q2	$791K	Sell	17,449 -2,649	-13%	-$120K	0.18%	116
2016 Q1	$932K	Buy	+20,098	New	+$875K	0.16%	125

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris's KO Position: Q2 2026 in Review

Sanders Morris Harris reduced its Coca-Cola (KO) stake by 0.38% in Q2 2026, selling an estimated $4.98K and leaving 16,565 shares worth $1.35M. The position accounts for 0.78% of the portfolio, ranked #26.

Sanders Morris Harris first reported a position in KO in Q1 2016 and has held it in 40 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sanders Morris Harris held 16,565 shares of Coca-Cola worth $1.35M as of Q2 2026.
Sanders Morris Harris sold 63 Coca-Cola shares in Q2 2026, an estimated $4.98K.
Coca-Cola made up 0.78% of Sanders Morris Harris's portfolio in Q2 2026, its #26 holding.
Sanders Morris Harris first reported a position in Coca-Cola in Q1 2016 and has held it in 40 quarters since.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.