FHWM
KO icon

Fox Hill Wealth Management’s Coca-Cola KO Stock Holding History

Fox Hill 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
Q1 		$733K Sell
9,636
-130
-1% -$9.83K 0.35% 65
2025
Q4 		$683K Sell
9,766
-1,555
-14% -$108K 0.32% 64
2025
Q3 		$751K Sell
11,321
-417
-4% -$28.7K 0.35% 61
2025
Q2 		$830K Buy
+11,738
New +$836K 0.43% 58

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fox Hill Wealth Management's KO Position: Q1 2026 in Review

Fox Hill Wealth Management reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $9.83K and leaving 9,636 shares worth $733K. The position accounts for 0.35% of the portfolio, ranked #65.

Fox Hill Wealth Management first reported a position in KO in Q2 2025 and has held it in 4 quarters since. The position peaked at $830K in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fox Hill Wealth Management held 9,636 shares of Coca-Cola worth $733K as of Q1 2026.
  • Fox Hill Wealth Management sold 130 Coca-Cola shares in Q1 2026, an estimated $9.83K.
  • Coca-Cola made up 0.35% of Fox Hill Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Fox Hill Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • Fox Hill Wealth Management's Coca-Cola position peaked at $830K in Q2 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.