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

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return