HIA
KO icon

HFM Investment Advisors’s Coca-Cola KO Stock Holding History

HFM Investment 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 		$22.5K Sell
295
-68
-19% -$5.14K 0.01% 84
2025
Q4 		$25.3K Buy
363
+102
+39% +$7.11K 0.01% 76
2025
Q3 		$17.3K Buy
261
+3
+1% +$206 0.01% 70
2025
Q2 		$18.2K Buy
258
+21
+9% +$1.5K 0.01% 69
2025
Q1 		$16.9K Buy
+237
New +$15.8K 0.01% 65

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

HFM Investment Advisors's KO Position: Q1 2026 in Review

HFM Investment Advisors reduced its Coca-Cola (KO) stake by 19% in Q1 2026, selling an estimated $5.14K and leaving 295 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #84.

HFM Investment Advisors first reported a position in KO in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.3K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • HFM Investment Advisors held 295 shares of Coca-Cola worth $22.5K as of Q1 2026.
  • HFM Investment Advisors sold 68 Coca-Cola shares in Q1 2026, an estimated $5.14K.
  • Coca-Cola made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • HFM Investment Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Coca-Cola position peaked at $25.3K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.