HWM
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Hobbs Wealth Management’s Coca-Cola KO Stock Holding History

Hobbs Wealth 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
2025
Q4 		– Sell
-3,635
Closed -$241K – 42
2025
Q3 		$241K Buy
3,635
+236
+7% +$16.2K 0.2% 51
2025
Q2 		$240K Buy
3,399
+113
+3% +$8.05K 0.23% 43
2025
Q1 		$235K Sell
3,286
-195
-6% -$13K 0.26% 41
2024
Q4 		$217K Buy
+3,481
New +$227K 0.25% 41

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hobbs Wealth Management's KO Position: Q4 2025 in Review

Hobbs Wealth Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 3,635 shares — an estimated $241K sold.

Hobbs Wealth Management first reported a position in KO in Q4 2024 and held it in 4 quarters. The position peaked at $241K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Hobbs Wealth Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Hobbs Wealth Management sold 3,635 Coca-Cola shares in Q4 2025, an estimated $241K.
  • Hobbs Wealth Management first reported a position in Coca-Cola in Q4 2024 and held it in 4 quarters.
  • Hobbs Wealth Management's Coca-Cola position peaked at $241K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Hobbs Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.