HBW
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Hazlett, Burt & Watson’s Coca-Cola KO Stock Holding History

Hazlett, Burt & Watson’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 		$1.42M Sell
17,552
-128
-0.7% -$10.1K 0.38% 67
2026
Q1 		$1.35M Sell
17,680
-99
-0.6% -$7.48K 0.42% 57
2025
Q4 		$1.24M Buy
17,779
+978
+6% +$68.2K 0.4% 61
2025
Q3 		$1.12M Sell
16,801
-317
-2% -$21.8K 0.39% 57
2025
Q2 		$1.21M Buy
17,118
+1,630
+11% +$116K 0.49% 52
2025
Q1 		$1.11M Hold
15,488
– – 0.5% 51
2024
Q4 		$963K Buy
15,488
+1,414
+10% +$92.3K 0.43% 58
2024
Q3 		$1.01M Buy
14,074
+45
+0.3% +$3.08K 0.46% 50
2024
Q2 		$891K Buy
14,029
+8,151
+139% +$505K 0.46% 49
2024
Q1 		$359K Buy
5,878
+342
+6% +$20.5K 0.22% 99
2023
Q4 		$325K Buy
5,536
+357
+7% +$20.3K 0.22% 97
2023
Q3 		$292K Sell
5,179
-2,148
-29% -$129K 0.22% 101
2023
Q2 		$441K Buy
7,327
+852
+13% +$53K 0.33% 62
2023
Q1 		$401K Buy
6,475
+916
+16% +$55.5K 0.33% 64
2022
Q4 		$355K Buy
5,559
+11
+0.2% +$664 0.31% 72
2022
Q3 		$312K Buy
5,548
+6
+0.1% +$373 0.3% 71
2022
Q2 		$349K Buy
5,542
+391
+8% +$24.8K 0.32% 64
2022
Q1 		$321K Buy
+5,151
New +$313K 0.25% 81

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hazlett, Burt & Watson's KO Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Coca-Cola (KO) stake by 0.72% in Q2 2026, selling an estimated $10.1K and leaving 17,552 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #67.

Hazlett, Burt & Watson first reported a position in KO in Q1 2022 and has held it in 18 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hazlett, Burt & Watson held 17,552 shares of Coca-Cola worth $1.42M as of Q2 2026.
  • Hazlett, Burt & Watson sold 128 Coca-Cola shares in Q2 2026, an estimated $10.1K.
  • Coca-Cola made up 0.38% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #67 holding.
  • Hazlett, Burt & Watson first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.