Hoge Financial Services’s Coca-Cola KO Stock Holding History

Hoge Financial Services’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	$383K	Buy	4,719 +84	+2%	+$6.63K	0.18%	51
2026 Q1	$352K	Buy	4,635 +8	+0.2%	+$605	0.19%	50
2025 Q4	$323K	Buy	4,627 +329	+8%	+$22.9K	0.17%	50
2025 Q3	$285K	Sell	4,298 -161	-4%	-$11.1K	0.16%	54
2025 Q2	$316K	Buy	4,459 +223	+5%	+$15.9K	0.2%	43
2025 Q1	$303K	Buy	4,236 +44	+1%	+$2.94K	0.21%	41
2024 Q4	$261K	Buy	4,192 +64	+2%	+$4.18K	0.19%	44
2024 Q3	$297K	Buy	4,128 +278	+7%	+$19K	0.22%	40
2024 Q2	$245K	Buy	3,850 +222	+6%	+$13.7K	0.2%	45
2024 Q1	$222K	Sell	3,628 -792	-18%	-$47.6K	0.18%	50
2023 Q4	$260K	Buy	+4,420	New	+$251K	0.26%	36

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hoge Financial Services's KO Position: Q2 2026 in Review

Hoge Financial Services increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $6.63K and bringing the position to 4,719 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #51.

Hoge Financial Services first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Hoge Financial Services held 4,719 shares of Coca-Cola worth $383K as of Q2 2026.
Hoge Financial Services bought 84 Coca-Cola shares in Q2 2026, an estimated $6.63K.
Coca-Cola made up 0.18% of Hoge Financial Services's portfolio in Q2 2026, its #51 holding.
Hoge Financial Services first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.