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Hartford Financial Management’s Coca-Cola KO Stock Holding History

Hartford Financial 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 		$673K Buy
8,848
+2,433
+38% +$184K 0.17% 90
2025
Q4 		$448K Sell
6,415
-2
-0% -$139 0.12% 106
2025
Q3 		$426K Hold
6,417
– – 0.11% 114
2025
Q2 		$454K Hold
6,417
– – 0.12% 111
2025
Q1 		$460K Hold
6,417
– – 0.09% 136
2024
Q4 		$400K Sell
6,417
-3,030
-32% -$198K 0.08% 140
2024
Q3 		$679K Sell
9,447
-961
-9% -$65.8K 0.14% 122
2024
Q2 		$662K Hold
10,408
– – 0.14% 121
2024
Q1 		$637K Hold
10,408
– – 0.13% 122
2023
Q4 		$613K Buy
10,408
+8
+0.1% +$454 0.14% 125
2023
Q3 		$582K Buy
10,400
+8
+0.1% +$480 0.15% 124
2023
Q2 		$626K Hold
10,392
– – 0.15% 121
2023
Q1 		$645K Buy
10,392
+29
+0.3% +$1.76K 0.17% 123
2022
Q4 		$659K Hold
10,363
– – 0.17% 124
2022
Q3 		$581K Sell
10,363
-48
-0.5% -$2.98K 0.17% 122
2022
Q2 		$655K Hold
10,411
– – 0.18% 121
2022
Q1 		$645K Hold
10,411
– – 0.16% 121
2021
Q4 		$616K Sell
10,411
-56
-0.5% -$3.12K 0.14% 118
2021
Q3 		$549K Buy
10,467
+41
+0.4% +$2.29K 0.14% 119
2021
Q2 		$564K Sell
10,426
-385
-4% -$20.9K 0.14% 119
2021
Q1 		$570K Sell
10,811
-109
-1% -$5.49K 0.14% 117
2020
Q4 		$599K Hold
10,920
– – 0.16% 112
2020
Q3 		$539K Hold
10,920
– – 0.16% 113
2020
Q2 		$488K Buy
10,920
+120
+1% +$5.53K 0.16% 113
2020
Q1 		$478K Hold
10,800
– – 0.19% 110
2019
Q4 		$598K Hold
10,800
– – 0.19% 111
2019
Q3 		$588K Hold
10,800
– – 0.2% 112
2019
Q2 		$550K Hold
10,800
– – 0.18% 115
2019
Q1 		$506K Hold
10,800
– – 0.17% 114
2018
Q4 		$511K Sell
10,800
-1,200
-10% -$57.4K 0.2% 111
2018
Q3 		$554K Sell
12,000
-200
-2% -$9.14K 0.19% 111
2018
Q2 		$535K Hold
12,200
– – 0.19% 112
2018
Q1 		$529K Buy
12,200
+500
+4% +$22.5K 0.27% 81
2017
Q4 		$536K Hold
11,700
– – 0.26% 84
2017
Q3 		$526K Hold
11,700
– – 0.27% 85
2017
Q2 		$524K Buy
11,700
+2,800
+31% +$124K 0.24% 90
2017
Q1 		$377K Hold
8,900
– – 0.23% 85
2016
Q4 		$369K Sell
8,900
-200
-2% -$8.32K 0.22% 82
2016
Q3 		$385K Hold
9,100
– – 0.23% 86
2016
Q2 		$412K Sell
9,100
-203
-2% -$9.17K 0.25% 82
2016
Q1 		$431K Hold
9,303
– – 0.27% 81
2015
Q4 		$399K Hold
9,303
– – 0.25% 81
2015
Q3 		$373K Sell
9,303
-529
-5% -$21.2K 0.25% 85
2015
Q2 		$385K Buy
9,832
+2
+0% +$81 0.22% 89
2015
Q1 		$398K Sell
9,830
-100
-1% -$4.18K 0.24% 84
2014
Q4 		$419K Sell
9,930
-395
-4% -$16.9K 0.26% 82
2014
Q3 		$440K Buy
10,325
+2
+0% +$83 0.26% 88
2014
Q2 		$437K Buy
10,323
+3
+0% +$122 0.26% 87
2014
Q1 		$398K Buy
10,320
+4,200
+69% +$162K 0.26% 86
2013
Q4 		$252K Buy
6,120
+4
+0.1% +$158 0.16% 101
2013
Q3 		$231K Buy
6,116
+2
+0% +$79 0.16% 104
2013
Q2 		$245K Buy
+6,114
New +$253K 0.17% 103

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

Hartford Financial Management's KO Position: Q1 2026 in Review

Hartford Financial Management increased its Coca-Cola (KO) stake by 38% in Q1 2026, buying an estimated $184K and bringing the position to 8,848 shares worth $673K. The position accounts for 0.17% of the portfolio, ranked #90.

Hartford Financial Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $679K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Hartford Financial Management held 8,848 shares of Coca-Cola worth $673K as of Q1 2026.
  • Hartford Financial Management bought 2,433 Coca-Cola shares in Q1 2026, an estimated $184K.
  • Coca-Cola made up 0.17% of Hartford Financial Management's portfolio in Q1 2026, its #90 holding.
  • Hartford Financial Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Hartford Financial Management's Coca-Cola position peaked at $679K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.