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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
Q2 		$24.6K Buy
303
+8
+3% +$632 0.01% 77
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 $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 $3.38T AUM 44.17% 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

HFM Investment Advisors's KO Position: Q2 2026 in Review

HFM Investment Advisors increased its Coca-Cola (KO) stake by 2.7% in Q2 2026, buying an estimated $632 and bringing the position to 303 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #77.

HFM Investment Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.3K in Q4 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • HFM Investment Advisors held 303 shares of Coca-Cola worth $24.6K as of Q2 2026.
  • HFM Investment Advisors bought 8 Coca-Cola shares in Q2 2026, an estimated $632.
  • Coca-Cola made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • HFM Investment Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Coca-Cola position peaked at $25.3K in Q4 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.