HBW Advisory Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.51M Buy
18,609
+3,140
+20% +$248K 0.14% 156
2026
Q1
$1.18M Sell
15,469
-317
-2% -$24K 0.12% 176
2025
Q4
$1.1M Sell
15,786
-1,117
-7% -$77.9K 0.12% 178
2025
Q3
$1.12M Buy
16,903
+2,375
+16% +$163K 0.13% 162
2025
Q2
$1.03M Sell
14,528
-371
-2% -$26.4K 0.13% 168
2025
Q1
$1.07M Buy
14,899
+1,379
+10% +$92.1K 0.15% 138
2024
Q4
$842K Buy
13,520
+1,676
+14% +$109K 0.09% 150
2024
Q3
$851K Buy
11,844
+7,928
+202% +$543K 0.12% 149
2024
Q2
$249K Buy
+3,916
New +$242K 0.04% 287
2022
Q2
Sell
-3,497
Closed -$217K 238
2022
Q1
$217K Buy
3,497
+10
+0.3% +$608 0.08% 203
2021
Q4
$206K Buy
+3,487
New +$194K 0.05% 254

Other funds holding KO

HBW Advisory Services's KO Position: Q2 2026 in Review

HBW Advisory Services increased its Coca-Cola (KO) stake by 20% in Q2 2026, buying an estimated $248K and bringing the position to 18,609 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #156.

HBW Advisory Services first reported a position in KO in Q4 2021 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • HBW Advisory Services held 18,609 shares of Coca-Cola worth $1.51M as of Q2 2026.
  • HBW Advisory Services bought 3,140 Coca-Cola shares in Q2 2026, an estimated $248K.
  • Coca-Cola made up 0.14% of HBW Advisory Services's portfolio in Q2 2026, its #156 holding.
  • HBW Advisory Services first reported a position in Coca-Cola in Q4 2021 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.