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HB Wealth Management’s Coca-Cola KO Stock Holding History

HB 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 		$47.8M Buy
629,106
+29,336
+5% +$2.22M 0.31% 47
2025
Q4 		$41.9M Buy
599,770
+15,986
+3% +$1.11M 0.27% 50
2025
Q3 		$38.7M Buy
583,784
+102,057
+21% +$7.02M 0.26% 53
2025
Q2 		$34.1M Sell
481,727
-92,105
-16% -$6.56M 0.27% 51
2025
Q1 		$41.1M Buy
573,832
+58,678
+11% +$3.92M 0.34% 44
2024
Q4 		$32.1M Buy
515,154
+12,214
+2% +$797K 0.33% 36
2024
Q3 		$36.1M Buy
502,940
+12,852
+3% +$880K 0.39% 31
2024
Q2 		$31.2M Buy
490,088
+25,769
+6% +$1.6M 0.36% 32
2024
Q1 		$28.4M Buy
464,319
+11,439
+3% +$687K 0.36% 33
2023
Q4 		$26.7M Buy
452,880
+4,597
+1% +$261K 0.38% 28
2023
Q3 		$25.1M Buy
448,283
+7,093
+2% +$425K 0.41% 28
2023
Q2 		$26.6M Buy
441,190
+8,612
+2% +$536K 0.42% 29
2023
Q1 		$26.8M Buy
432,578
+6,136
+1% +$372K 0.47% 23
2022
Q4 		$27.1M Buy
426,442
+71,411
+20% +$4.31M 0.49% 24
2022
Q3 		$19.9M Sell
355,031
-38,295
-10% -$2.38M 0.42% 24
2022
Q2 		$24.7M Buy
393,326
+31,142
+9% +$1.97M 0.51% 19
2022
Q1 		$22.5M Buy
362,184
+112,187
+45% +$6.82M 0.42% 24
2021
Q4 		$14.8M Buy
+249,997
New +$13.9M 0.3% 26

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

HB Wealth Management's KO Position: Q1 2026 in Review

HB Wealth Management increased its Coca-Cola (KO) stake by 4.9% in Q1 2026, buying an estimated $2.22M and bringing the position to 629,106 shares worth $47.8M. The position accounts for 0.31% of the portfolio, ranked #47.

HB Wealth Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • HB Wealth Management held 629,106 shares of Coca-Cola worth $47.8M as of Q1 2026.
  • HB Wealth Management bought 29,336 Coca-Cola shares in Q1 2026, an estimated $2.22M.
  • Coca-Cola made up 0.31% of HB Wealth Management's portfolio in Q1 2026, its #47 holding.
  • HB Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.