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

HBC 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
2024
Q4 		$141K Buy
2,286
+2
+0.1% +$131 0.09% 40
2024
Q3 		$150K Buy
2,284
+2
+0.1% +$137 0.09% 41
2024
Q2 		$153K Buy
2,282
+2,002
+715% +$124K 0.1% 40
2024
Q1 		$17K Sell
280
-132
-32% -$7.93K 0.01% 96
2023
Q4 		$24K Buy
412
+4
+1% +$227 0.02% 93
2023
Q3 		$22K Hold
408
– – 0.02% 90
2023
Q2 		$24K Buy
408
+136
+50% +$8.46K 0.02% 87
2023
Q1 		$17K Buy
272
+2
+0.7% +$121 0.01% 118
2022
Q4 		$16K Sell
270
-492
-65% -$29.7K 0.01% 96
2022
Q3 		$43K Hold
762
– – 0.04% 63
2022
Q2 		$48K Buy
762
+2
+0.3% +$127 0.04% 62
2022
Q1 		$49K Sell
760
-198
-21% -$12K 0.04% 61
2021
Q4 		$56K Buy
958
+2
+0.2% +$111 0.04% 56
2021
Q3 		$51K Sell
956
-188
-16% -$10.5K 0.03% 55
2021
Q2 		$64K Buy
1,144
+2
+0.2% +$109 0.04% 50
2021
Q1 		$60.6K Buy
1,142
+2
+0.2% +$101 0.04% 54
2020
Q4 		$58K Buy
1,140
+2
+0.2% +$103 0.05% 58
2020
Q3 		$56K Buy
1,138
+2
+0.2% +$96 0.05% 51
2020
Q2 		$53K Buy
1,136
+5
+0.4% +$230 0.05% 56
2020
Q1 		$50K Sell
1,131
-134
-11% -$7.24K 0.06% 52
2019
Q4 		$69K Buy
+1,265
New +$68K 0.06% 54

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's KO Position: Q4 2024 in Review

HBC Financial Services increased its Coca-Cola (KO) stake by 0.09% in Q4 2024, buying an estimated $131 and bringing the position to 2,286 shares worth $141K. The position accounts for 0.09% of the portfolio, ranked #40.

HBC Financial Services first reported a position in KO in Q4 2019 and has held it in 21 quarters since. The position peaked at $153K in Q2 2024. 3,283 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • HBC Financial Services held 2,286 shares of Coca-Cola worth $141K as of Q4 2024.
  • HBC Financial Services bought 2 Coca-Cola shares in Q4 2024, an estimated $131.
  • Coca-Cola made up 0.09% of HBC Financial Services's portfolio in Q4 2024, its #40 holding.
  • HBC Financial Services first reported a position in Coca-Cola in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Coca-Cola position peaked at $153K in Q2 2024.
  • 3,283 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.