Hedeker Wealth’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
Q1 | $1.45M | Buy |
19,047
+398
| +2% | +$30.1K | 0.31% | 64 |
|
|
2025
Q4 | $1.3M | Sell |
18,649
-245
| -1% | -$17.1K | 0.27% | 61 |
|
|
2025
Q3 | $1.25M | Buy |
18,894
+285
| +2% | +$19.6K | 0.26% | 69 |
|
|
2025
Q2 | $1.32M | Buy |
18,609
+67
| +0.4% | +$4.77K | 0.31% | 66 |
|
|
2025
Q1 | $1.33M | Sell |
18,542
-321
| -2% | -$21.4K | 0.36% | 67 |
|
|
2024
Q4 | $1.17M | Buy |
18,863
+275
| +1% | +$18K | 0.29% | 70 |
|
|
2024
Q3 | $1.34M | Sell |
18,588
-128
| -0.7% | -$8.77K | 0.35% | 64 |
|
|
2024
Q2 | $1.19M | Sell |
18,716
-2,310
| -11% | -$143K | 0.35% | 66 |
|
|
2024
Q1 | $1.29M | Sell |
21,026
-10,986
| -34% | -$660K | 0.37% | 68 |
|
|
2023
Q4 | $1.89M | Sell |
32,012
-1,531
| -5% | -$87K | 0.6% | 54 |
|
|
2023
Q3 | $1.88M | Buy |
33,543
+1,030
| +3% | +$61.8K | 0.65% | 55 |
|
|
2023
Q2 | $1.96M | Sell |
32,513
-377
| -1% | -$23.5K | 0.65% | 58 |
|
|
2023
Q1 | $2.04M | Buy |
32,890
+472
| +1% | +$28.6K | 0.73% | 61 |
|
|
2022
Q4 | $2.06M | Sell |
32,418
-723
| -2% | -$43.6K | 0.77% | 54 |
|
|
2022
Q3 | $1.86M | Buy |
33,141
+2,337
| +8% | +$145K | 0.72% | 52 |
|
|
2022
Q2 | $1.92M | Buy |
30,804
+9,875
| +47% | +$626K | 0.66% | 48 |
|
|
2022
Q1 | $1.3M | Sell |
20,929
-3,072
| -13% | -$187K | 0.39% | 68 |
|
|
2021
Q4 | $1.42M | Sell |
24,001
-858
| -3% | -$47.8K | 0.41% | 65 |
|
|
2021
Q3 | $1.3M | Sell |
24,859
-2,403
| -9% | -$134K | 0.4% | 68 |
|
|
2021
Q2 | $1.48M | Buy |
27,262
+2,619
| +11% | +$142K | 0.46% | 64 |
|
|
2021
Q1 | $1.3M | Buy |
24,643
+400
| +2% | +$20.1K | 0.46% | 58 |
|
|
2020
Q4 | $1.33M | Sell |
24,243
-132
| -0.5% | -$6.83K | 0.46% | 59 |
|
|
2020
Q3 | $1.2M | Sell |
24,375
-9,146
| -27% | -$440K | 0.57% | 61 |
|
|
2020
Q2 | $1.5M | Sell |
33,521
-17,007
| -34% | -$783K | 0.77% | 49 |
|
|
2020
Q1 | $2.23M | Buy |
50,528
+1,608
| +3% | +$86.8K | 1.41% | 36 |
|
|
2019
Q4 | $2.71M | Buy |
48,920
+697
| +1% | +$37.5K | 1.45% | 33 |
|
|
2019
Q3 | $2.63M | Sell |
48,223
-233
| -0.5% | -$12.5K | 1.59% | 33 |
|
|
2019
Q2 | $2.47M | Sell |
48,456
-3,505
| -7% | -$172K | 1.56% | 32 |
|
|
2019
Q1 | $2.45M | Buy |
51,961
+6,349
| +14% | +$297K | 1.85% | 25 |
|
|
2018
Q4 | $2.16M | Sell |
45,612
-705
| -2% | -$33.7K | 1.73% | 28 |
|
|
2018
Q3 | $2.14M | Sell |
46,317
-1,861
| -4% | -$85K | 1.5% | 33 |
|
|
2018
Q2 | $2.11M | Sell |
48,178
-1,821
| -4% | -$78.7K | 1.62% | 32 |
|
|
2018
Q1 | $2.17M | Buy |
49,999
+1,033
| +2% | +$46.4K | 1.68% | 30 |
|
|
2017
Q4 | $2.25M | Buy |
48,966
+2,455
| +5% | +$113K | 1.75% | 27 |
|
|
2017
Q3 | $2.09M | Buy |
46,511
+6,126
| +15% | +$279K | 1.84% | 21 |
|
|
2017
Q2 | $1.81M | Sell |
40,385
-150
| -0.4% | -$6.63K | 1.74% | 18 |
|
|
2017
Q1 | $1.72M | Sell |
40,535
-3,299
| -8% | -$138K | 1.63% | 20 |
|
|
2016
Q4 | $1.82M | Buy |
43,834
+41,957
| +2,235% | +$1.75M | 1.5% | 20 |
|
|
2016
Q3 | $44.4K | Sell |
1,877
-42,069
| -96% | -$1.84M | 2.3% | 11 |
|
|
2016
Q2 | $1.99M | Buy |
43,946
+12,632
| +40% | +$571K | 1.74% | 10 |
|
|
2016
Q1 | $1.45M | Sell |
31,314
-14,654
| -32% | -$638K | 1.36% | 32 |
|
|
2015
Q4 | $1.97M | Sell |
45,968
-1,710
| -4% | -$72.6K | 1.75% | 17 |
|
|
2015
Q3 | $1.91M | Sell |
47,678
-2,400
| -5% | -$96.1K | 1.66% | 21 |
|
|
2015
Q2 | $1.96M | Sell |
50,078
-3,000
| -6% | -$122K | 1.58% | 25 |
|
|
2015
Q1 | $2.17M | Sell |
53,078
-5,404
| -9% | -$226K | 1.8% | 20 |
|
|
2014
Q4 | $2.47M | Buy |
+58,482
| New | +$2.5M | 1.99% | 16 |
|
Other funds holding KO
VCM
VPM
Hedeker Wealth's KO Position: Q1 2026 in Review
Hedeker Wealth increased its Coca-Cola (KO) stake by 2.1% in Q1 2026, buying an estimated $30.1K and bringing the position to 19,047 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #64.
Hedeker Wealth first reported a position in KO in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.71M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Hedeker Wealth held 19,047 shares of Coca-Cola worth $1.45M as of Q1 2026.
- Hedeker Wealth bought 398 Coca-Cola shares in Q1 2026, an estimated $30.1K.
- Coca-Cola made up 0.31% of Hedeker Wealth's portfolio in Q1 2026, its #64 holding.
- Hedeker Wealth first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
- Hedeker Wealth's Coca-Cola position peaked at $2.71M in Q4 2019.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.