Hobart Private Capital’s Coca-Cola KO Stock Holding History

Hobart Private Capital’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	$218K	Buy	+2,682	New	+$212K	0.04%	135
2021 Q3	–	Sell	-4,149	Closed	-$225K	–	113
2021 Q2	$225K	Sell	4,149 -6,078	-59%	-$331K	0.09%	124
2021 Q1	$539K	Sell	10,227 -1,053	-9%	-$53K	0.22%	81
2020 Q4	$619K	Sell	11,280 -4,433	-28%	-$229K	0.27%	69
2020 Q3	$776K	Sell	15,713 -10,218	-39%	-$491K	0.4%	41
2020 Q2	$1.16M	Sell	25,931 -13,073	-34%	-$602K	0.65%	29
2020 Q1	$1.73M	Buy	39,004 +3,881	+11%	+$210K	1.18%	18
2019 Q4	$1.94M	Sell	35,123 -1,155	-3%	-$62.1K	1.19%	19
2019 Q3	$1.97M	Sell	36,278 -4,247	-10%	-$227K	1.35%	14
2019 Q2	$2.06M	Buy	40,525 +6,777	+20%	+$332K	1.44%	12
2019 Q1	$1.58M	Sell	33,748 -3,668	-10%	-$172K	1.2%	22
2018 Q4	$1.77M	Sell	37,416 -3,988	-10%	-$191K	1.52%	18
2018 Q3	$1.91M	Sell	41,404 -975	-2%	-$44.5K	1.47%	18
2018 Q2	$1.86M	Sell	42,379 -2,433	-5%	-$105K	1.51%	16
2018 Q1	$1.95M	Sell	44,812 -159	-0.4%	-$7.14K	1.71%	15
2017 Q4	$2.06M	Buy	+44,971	New	+$2.07M	1.84%	14

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hobart Private Capital's KO Position: Q2 2026 in Review

Hobart Private Capital opened a new position in Coca-Cola (KO) in Q2 2026: 2,682 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings. This is a return to the name: Hobart Private Capital previously reported a position in KO as recently as Q2 2021.

Hobart Private Capital first reported a position in KO in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.06M in Q2 2019. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Hobart Private Capital held 2,682 shares of Coca-Cola worth $218K as of Q2 2026.
Coca-Cola was a new Hobart Private Capital position in Q2 2026.
Coca-Cola made up 0.04% of Hobart Private Capital's portfolio in Q2 2026, its #135 holding.
Hobart Private Capital first reported a position in Coca-Cola in Q4 2017 and has held it in 16 quarters since.
Hobart Private Capital's Coca-Cola position peaked at $2.06M in Q2 2019.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.