HCM
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HMS Capital Management’s Coca-Cola KO Stock Holding History

HMS Capital 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
2021
Q1 		– Sell
-200
Closed -$11K – 146
2020
Q4 		$11K Hold
200
– – 0.01% 154
2020
Q3 		$10K Buy
+200
New +$9.62K ﹤0.01% 158

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HMS Capital Management's KO Position: Q2 2026 in Review

HMS Capital Management reduced its Coca-Cola (KO) stake by 1.2% in Q2 2026, selling an estimated $15.7K and leaving 16,339 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #42.

HMS Capital Management first reported a position in KO in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.38M in Q3 2024. 1,555 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • HMS Capital Management held 16,339 shares of Coca-Cola worth $1.33M as of Q2 2026.
  • HMS Capital Management sold 199 Coca-Cola shares in Q2 2026, an estimated $15.7K.
  • Coca-Cola made up 0.5% of HMS Capital Management's portfolio in Q2 2026, its #42 holding.
  • HMS Capital Management first reported a position in Coca-Cola in Q2 2020 and has held it in 13 quarters since.
  • HMS Capital Management's Coca-Cola position peaked at $1.38M in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.