Hollow Brook Wealth Management’s Coca-Cola KO Stock Holding History

Hollow Brook 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	$520K	Hold	6,787	–	–	0.13%	58
2025 Q4	$474K	Sell	6,787 -228	-3%	-$15.9K	0.12%	65
2025 Q3	$465K	Buy	7,015 +228	+3%	+$15.7K	0.11%	73
2025 Q2	$480K	Hold	6,787	–	–	0.14%	64
2025 Q1	$486K	Hold	6,787	–	–	0.14%	60
2024 Q4	$423K	Hold	6,787	–	–	0.13%	64
2024 Q3	$491K	Sell	6,787 -502	-7%	-$34.4K	0.15%	60
2024 Q2	$464K	Hold	7,289	–	–	0.16%	58
2024 Q1	$446K	Hold	7,289	–	–	0.16%	63
2023 Q4	$430K	Hold	7,289	–	–	0.17%	63
2023 Q3	$411K	Hold	7,289	–	–	0.17%	63
2023 Q2	$442K	Sell	7,289 -595	-8%	-$37K	0.19%	61
2023 Q1	$493K	Sell	7,884 -1,500	-16%	-$90.8K	0.23%	55
2022 Q4	$597K	Buy	9,384 +900	+11%	+$54.3K	0.29%	55
2022 Q3	$479K	Hold	8,484	–	–	0.27%	52
2022 Q2	$534K	Hold	8,484	–	–	0.29%	50
2022 Q1	$526K	Hold	8,484	–	–	0.23%	54
2021 Q4	$502K	Sell	8,484 -27,800	-77%	-$1.55M	0.26%	52
2021 Q3	$1.9M	Sell	36,284 -294	-0.8%	-$16.4K	1.18%	23
2021 Q2	$1.98M	Buy	36,578 +28	+0.1%	+$1.52K	1.23%	22
2021 Q1	$1.93M	Buy	36,550 +29,300	+404%	+$1.47M	1.27%	22
2020 Q4	$398K	Sell	7,250 -957	-12%	-$49.5K	0.24%	38
2020 Q3	$405K	Buy	8,207 +3,482	+74%	+$167K	0.25%	36
2020 Q2	$211K	Hold	4,725	–	–	0.16%	39
2020 Q1	$209K	Hold	4,725	–	–	0.2%	37
2019 Q4	$262K	Hold	4,725	–	–	0.14%	49
2019 Q3	$257K	Hold	4,725	–	–	0.17%	48
2019 Q2	$241K	Buy	4,725 +225	+5%	+$11K	0.22%	46
2019 Q1	$211K	Hold	4,500	–	–	0.23%	43
2018 Q4	$213K	Hold	4,500	–	–	0.23%	43
2018 Q3	$208K	Buy	+4,500	New	+$206K	0.16%	50
2018 Q1	–	Sell	-4,500	Closed	-$206K	–	56
2017 Q4	$206K	Hold	4,500	–	–	0.15%	46
2017 Q3	$203K	Hold	4,500	–	–	0.15%	46
2017 Q2	$202K	Buy	+4,500	New	+$199K	0.14%	45
2017 Q1	–	Sell	-5,100	Closed	-$211K	–	44
2016 Q4	$211K	Sell	5,100 -3,900	-43%	-$162K	0.13%	44
2016 Q3	$381K	Hold	9,000	–	–	0.23%	43
2016 Q2	$408K	Hold	9,000	–	–	0.28%	31
2016 Q1	$418K	Hold	9,000	–	–	0.25%	34
2015 Q4	$387K	Hold	9,000	–	–	0.19%	36
2015 Q3	$361K	Hold	9,000	–	–	0.17%	39
2015 Q2	$353K	Hold	9,000	–	–	0.14%	39
2015 Q1	$365K	Sell	9,000 -49	-0.5%	-$2.05K	0.12%	40
2014 Q4	$382K	Sell	9,049 -99	-1%	-$4.23K	0.12%	42
2014 Q3	$390K	Buy	9,148 +148	+2%	+$6.12K	0.13%	44
2014 Q2	$381K	Sell	9,000 -5,600	-38%	-$227K	0.13%	38
2014 Q1	$564K	Hold	14,600	–	–	0.18%	40
2013 Q4	$603K	Buy	14,600 +1,600	+12%	+$63.1K	0.2%	40
2013 Q3	$492K	Hold	13,000	–	–	0.17%	46
2013 Q2	$521K	Buy	+13,000	New	+$538K	0.19%	39

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hollow Brook Wealth Management's KO Position: Q1 2026 in Review

Hollow Brook Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 6,787 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #58.

Hollow Brook Wealth Management first reported a position in KO in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.98M in Q2 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Hollow Brook Wealth Management held 6,787 shares of Coca-Cola worth $520K as of Q1 2026.
Hollow Brook Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.13% of Hollow Brook Wealth Management's portfolio in Q1 2026, its #58 holding.
Hollow Brook Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 49 quarters since.
Hollow Brook Wealth Management's Coca-Cola position peaked at $1.98M in Q2 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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