HWM
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Hemming & Wealth Management’s Coca-Cola KO Stock Holding History

Hemming & 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
Q2 		$788K Sell
9,630
-625
-6% -$49.4K 0.48% 10
2026
Q1 		$785K Hold
10,255
– – 0.55% 10
2025
Q4 		$717K Buy
+10,255
New +$715K 0.49% 12

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hemming & Wealth Management's KO Position: Q2 2026 in Review

Hemming & Wealth Management reduced its Coca-Cola (KO) stake by 6.1% in Q2 2026, selling an estimated $49.4K and leaving 9,630 shares worth $788K. The position accounts for 0.48% of the portfolio, ranked #10.

Hemming & Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,617 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hemming & Wealth Management held 9,630 shares of Coca-Cola worth $788K as of Q2 2026.
  • Hemming & Wealth Management sold 625 Coca-Cola shares in Q2 2026, an estimated $49.4K.
  • Coca-Cola made up 0.48% of Hemming & Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Hemming & Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.