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YHB Investment Advisors’s Coca-Cola KO Stock Holding History

YHB Investment 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 		$1.26M Sell
15,545
-137
-0.9% -$10.8K 0.08% 155
2026
Q1 		$1.19M Buy
15,682
+599
+4% +$45.3K 0.09% 154
2025
Q4 		$1.05M Buy
15,083
+64
+0.4% +$4.46K 0.07% 159
2025
Q3 		$996K Sell
15,019
-255
-2% -$17.6K 0.07% 162
2025
Q2 		$1.08M Buy
15,274
+965
+7% +$68.7K 0.08% 155
2025
Q1 		$1.02M Buy
14,309
+610
+4% +$40.7K 0.09% 151
2024
Q4 		$853K Sell
13,699
-37
-0.3% -$2.42K 0.07% 158
2024
Q3 		$987K Sell
13,736
-440
-3% -$30.1K 0.08% 149
2024
Q2 		$902K Buy
14,176
+247
+2% +$15.3K 0.08% 152
2024
Q1 		$852K Sell
13,929
-1,825
-12% -$110K 0.08% 156
2023
Q4 		$928K Sell
15,754
-1,518
-9% -$86.2K 0.09% 144
2023
Q3 		$967K Buy
17,272
+175
+1% +$10.5K 0.09% 147
2023
Q2 		$1.03M Buy
17,097
+27
+0.2% +$1.68K 0.1% 148
2023
Q1 		$1.06M Sell
17,070
-12
-0.1% -$727 0.11% 143
2022
Q4 		$1.09M Buy
17,082
+25
+0.1% +$1.51K 0.12% 138
2022
Q3 		$956K Buy
17,057
+25
+0.1% +$1.55K 0.11% 143
2022
Q2 		$1.07M Sell
17,032
-225
-1% -$14.3K 0.11% 141
2022
Q1 		$1.07M Sell
17,257
-160
-0.9% -$9.73K 0.09% 153
2021
Q4 		$1.03M Sell
17,417
-451
-3% -$25.1K 0.08% 165
2021
Q3 		$938K Sell
17,868
-128
-0.7% -$7.13K 0.08% 166
2021
Q2 		$974K Buy
17,996
+140
+0.8% +$7.62K 0.08% 168
2021
Q1 		$959K Sell
17,856
-643
-3% -$32.4K 0.08% 166
2020
Q4 		$1.01M Buy
18,499
+717
+4% +$37.1K 0.1% 162
2020
Q3 		$878K Sell
17,782
-13,173
-43% -$634K 0.1% 163
2020
Q2 		$1.38M Buy
30,955
+82
+0.3% +$3.78K 0.2% 94
2020
Q1 		$1.37M Sell
30,873
-212
-0.7% -$11.4K 0.24% 87
2019
Q4 		$1.72M Buy
31,085
+559
+2% +$30.1K 0.25% 85
2019
Q3 		$1.66M Buy
30,526
+1,450
+5% +$77.6K 0.25% 89
2019
Q2 		$1.48M Sell
29,076
-1,379
-5% -$67.6K 0.24% 95
2019
Q1 		$1.43M Sell
30,455
-228
-0.7% -$10.7K 0.22% 101
2018
Q4 		$1.45M Buy
30,683
+1,063
+4% +$50.9K 0.26% 96
2018
Q3 		$1.37M Sell
29,620
-570
-2% -$26K 0.21% 107
2018
Q2 		$1.32M Sell
30,190
-307
-1% -$13.3K 0.22% 108
2018
Q1 		$1.32M Sell
30,497
-1,064
-3% -$47.8K 0.22% 104
2017
Q4 		$1.45M Sell
31,561
-865
-3% -$39.8K 0.25% 97
2017
Q3 		$1.46M Hold
32,426
– – 0.26% 97
2017
Q2 		$1.45M Buy
32,426
+353
+1% +$15.6K 0.25% 92
2017
Q1 		$1.38M Buy
32,073
+85
+0.3% +$3.54K 0.27% 92
2016
Q4 		$1.33M Sell
31,988
-330
-1% -$13.7K 0.28% 92
2016
Q3 		$1.37M Sell
32,318
-28,355
-47% -$1.24M 0.33% 84
2016
Q2 		$2.75M Buy
60,673
+32,478
+115% +$1.47M 0.6% 55
2016
Q1 		$1.31M Sell
28,195
-33,159
-54% -$1.44M 0.35% 74
2015
Q4 		$2.64M Sell
61,354
-632
-1% -$26.8K 0.6% 53
2015
Q3 		$2.49M Sell
61,986
-2,490
-4% -$99.7K 0.59% 54
2015
Q2 		$2.53M Sell
64,476
-49,301
-43% -$2.01M 0.55% 64
2015
Q1 		$4.61M Sell
113,777
-3,980
-3% -$166K 1.04% 27
2014
Q4 		$4.97M Sell
117,757
-2,147
-2% -$91.7K 1.14% 26
2014
Q3 		$5.12M Buy
119,904
+1,135
+1% +$46.9K 1.23% 23
2014
Q2 		$5.03M Buy
118,769
+2,915
+3% +$118K 1.21% 25
2014
Q1 		$4.48M Buy
115,854
+3,833
+3% +$148K 1.14% 27
2013
Q4 		$4.63M Buy
112,021
+740
+0.7% +$29.2K 1.24% 23
2013
Q3 		$4.21M Buy
111,281
+1,052
+1% +$41.6K 1.25% 26
2013
Q2 		$4.42M Buy
+110,229
New +$4.56M 1.38% 21

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

YHB Investment Advisors's KO Position: Q2 2026 in Review

YHB Investment Advisors reduced its Coca-Cola (KO) stake by 0.87% in Q2 2026, selling an estimated $10.8K and leaving 15,545 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #155.

YHB Investment Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.12M in Q3 2014. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • YHB Investment Advisors held 15,545 shares of Coca-Cola worth $1.26M as of Q2 2026.
  • YHB Investment Advisors sold 137 Coca-Cola shares in Q2 2026, an estimated $10.8K.
  • Coca-Cola made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • YHB Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Coca-Cola position peaked at $5.12M in Q3 2014.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.