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Hantz Financial Services’s Coca-Cola KO Stock Holding History

Hantz Financial 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
Q1 		$13.6M Sell
179,034
-1,906
-1% -$144K 0.21% 70
2025
Q4 		$12.7M Sell
180,940
-3,244
-2% -$226K 0.19% 88
2025
Q3 		$12.2M Sell
184,184
-8,771
-5% -$604K 0.19% 89
2025
Q2 		$13.7M Sell
192,955
-5,150
-3% -$367K 0.22% 81
2025
Q1 		$14.2M Sell
198,105
-5,546
-3% -$370K 0.25% 75
2024
Q4 		$12.7M Sell
203,651
-7,129
-3% -$465K 0.22% 89
2024
Q3 		$15.1M Sell
210,780
-7,226
-3% -$495K 0.27% 76
2024
Q2 		$13.9M Sell
218,006
-8,772
-4% -$543K 0.27% 83
2024
Q1 		$13.9M Sell
226,778
-12,590
-5% -$756K 0.27% 90
2023
Q4 		$14.1M Sell
239,368
-16,430
-6% -$933K 0.31% 86
2023
Q3 		$14.3M Buy
255,798
+1,851
+0.7% +$111K 0.36% 67
2023
Q2 		$15.3M Buy
253,947
+150
+0.1% +$9.33K 0.38% 65
2023
Q1 		$15.7M Buy
253,797
+4,535
+2% +$275K 0.43% 60
2022
Q4 		$15.9M Buy
249,262
+4,800
+2% +$290K 0.48% 57
2022
Q3 		$13.7M Buy
244,462
+4,499
+2% +$280K 0.47% 51
2022
Q2 		$15.1M Buy
239,963
+3,685
+2% +$234K 0.51% 43
2022
Q1 		$14.6M Buy
236,278
+13,776
+6% +$838K 0.43% 56
2021
Q4 		$13.2M Buy
222,502
+17,963
+9% +$1M 0.38% 72
2021
Q3 		$10.7M Buy
204,539
+21,167
+12% +$1.18M 0.35% 83
2021
Q2 		$9.92M Buy
183,372
+14,737
+9% +$802K 0.36% 73
2021
Q1 		$8.89M Buy
168,635
+12,214
+8% +$615K 0.37% 73
2020
Q4 		$8.58M Buy
156,421
+832
+0.5% +$43K 0.38% 66
2020
Q3 		$7.68M Sell
155,589
-116
-0.1% -$5.58K 0.39% 65
2020
Q2 		$6.96M Buy
155,705
+51
+0% +$2.35K 0.39% 64
2020
Q1 		$6.89M Buy
+155,654
New +$8.41M 0.48% 48

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

Hantz Financial Services's KO Position: Q1 2026 in Review

Hantz Financial Services reduced its Coca-Cola (KO) stake by 1.1% in Q1 2026, selling an estimated $144K and leaving 179,034 shares worth $13.6M. The position accounts for 0.21% of the portfolio, ranked #70.

Hantz Financial Services first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.9M in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Hantz Financial Services held 179,034 shares of Coca-Cola worth $13.6M as of Q1 2026.
  • Hantz Financial Services sold 1,906 Coca-Cola shares in Q1 2026, an estimated $144K.
  • Coca-Cola made up 0.21% of Hantz Financial Services's portfolio in Q1 2026, its #70 holding.
  • Hantz Financial Services first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's Coca-Cola position peaked at $15.9M in Q4 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.