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HC Advisors’s Coca-Cola KO Stock Holding History

HC Advisors’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 		$466K Sell
6,129
-15
-0.2% -$1.13K 0.31% 33
2025
Q4 		$430K Buy
6,144
+61
+1% +$4.25K 0.3% 34
2025
Q3 		$403K Buy
6,083
+26
+0.4% +$1.79K 0.28% 38
2025
Q2 		$429K Sell
6,057
-1,071
-15% -$76.3K 0.3% 33
2025
Q1 		$511K Hold
7,128
– – 0.38% 31
2024
Q4 		$444K Buy
7,128
+1,803
+34% +$118K 0.36% 35
2024
Q3 		$383K Buy
5,325
+32
+0.6% +$2.19K 0.31% 37
2024
Q2 		$337K Sell
5,293
-18,521
-78% -$1.15M 0.31% 37
2024
Q1 		$1.46M Buy
23,814
+13,908
+140% +$835K 0.69% 30
2023
Q4 		$584K Sell
9,906
-712
-7% -$40.4K 0.33% 50
2023
Q3 		$594K Buy
10,618
+136
+1% +$8.16K 0.35% 45
2023
Q2 		$631K Buy
10,482
+17
+0.2% +$1.06K 0.37% 44
2023
Q1 		$649K Buy
10,465
+1,593
+18% +$96.5K 0.4% 43
2022
Q4 		$564K Buy
8,872
+300
+3% +$18.1K 0.39% 44
2022
Q3 		$480K Sell
8,572
-1,484
-15% -$92.2K 0.33% 50
2022
Q2 		$633K Buy
10,056
+1,330
+15% +$84.3K 0.45% 42
2022
Q1 		$541K Hold
8,726
– – 0.34% 44
2021
Q4 		$517K Buy
8,726
+33
+0.4% +$1.84K 0.32% 46
2021
Q3 		$456K Sell
8,693
-1,483
-15% -$82.7K 0.3% 47
2021
Q2 		$551K Buy
10,176
+1,617
+19% +$88K 0.34% 42
2021
Q1 		$451K Buy
8,559
+65
+0.8% +$3.27K 0.29% 46
2020
Q4 		$466K Buy
8,494
+34
+0.4% +$1.76K 0.32% 44
2020
Q3 		$418K Buy
8,460
+118
+1% +$5.67K 0.34% 42
2020
Q2 		$373K Buy
8,342
+3,202
+62% +$147K 0.31% 53
2020
Q1 		$227K Buy
+5,140
New +$278K 0.99% 23

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

HC Advisors's KO Position: Q1 2026 in Review

HC Advisors reduced its Coca-Cola (KO) stake by 0.24% in Q1 2026, selling an estimated $1.13K and leaving 6,129 shares worth $466K. The position accounts for 0.31% of the portfolio, ranked #33.

HC Advisors first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.46M in Q1 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • HC Advisors held 6,129 shares of Coca-Cola worth $466K as of Q1 2026.
  • HC Advisors sold 15 Coca-Cola shares in Q1 2026, an estimated $1.13K.
  • Coca-Cola made up 0.31% of HC Advisors's portfolio in Q1 2026, its #33 holding.
  • HC Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • HC Advisors's Coca-Cola position peaked at $1.46M in Q1 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.