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Hohimer Wealth Management’s Coca-Cola KO Stock Holding History

Hohimer 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
2026
Q1 		$218K Buy
+2,862
New +$216K 0.03% 303
2020
Q1 		– Sell
-11,857
Closed -$656K – 201
2019
Q4 		$656K Buy
+11,857
New +$637K 0.23% 152

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hohimer Wealth Management's KO Position: Q1 2026 in Review

Hohimer Wealth Management opened a new position in Coca-Cola (KO) in Q1 2026: 2,862 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #303 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in KO as recently as Q4 2019.

Hohimer Wealth Management first reported a position in KO in Q4 2019 and has held it in 2 quarters since. The position peaked at $656K in Q4 2019. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Hohimer Wealth Management held 2,862 shares of Coca-Cola worth $218K as of Q1 2026.
  • Coca-Cola was a new Hohimer Wealth Management position in Q1 2026.
  • Coca-Cola made up 0.03% of Hohimer Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Hohimer Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 2 quarters since.
  • Hohimer Wealth Management's Coca-Cola position peaked at $656K in Q4 2019.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.