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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hazlett, Burt & Watson's KO Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Coca-Cola (KO) stake by 0.56% in Q1 2026, selling an estimated $7.48K and leaving 17,680 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #57.

Hazlett, Burt & Watson first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Hazlett, Burt & Watson held 17,680 shares of Coca-Cola worth $1.35M as of Q1 2026.
Hazlett, Burt & Watson sold 99 Coca-Cola shares in Q1 2026, an estimated $7.48K.
Coca-Cola made up 0.42% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #57 holding.
Hazlett, Burt & Watson first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.