HFW
KO icon

Horizon Family Wealth’s Coca-Cola KO Stock Holding History

Horizon Family Wealth’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 		$688K Sell
9,045
-1,562
-15% -$118K 0.36% 48
2025
Q4 		$742K Sell
10,607
-339
-3% -$23.6K 0.39% 47
2025
Q3 		$726K Buy
10,946
+76
+0.7% +$5.23K 0.42% 40
2025
Q2 		$769K Sell
10,870
-1,097
-9% -$78.1K 0.47% 34
2025
Q1 		$857K Buy
+11,967
New +$799K 0.57% 28

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

Horizon Family Wealth's KO Position: Q1 2026 in Review

Horizon Family Wealth reduced its Coca-Cola (KO) stake by 15% in Q1 2026, selling an estimated $118K and leaving 9,045 shares worth $688K. The position accounts for 0.36% of the portfolio, ranked #48.

Horizon Family Wealth first reported a position in KO in Q1 2025 and has held it in 5 quarters since. The position peaked at $857K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Horizon Family Wealth held 9,045 shares of Coca-Cola worth $688K as of Q1 2026.
  • Horizon Family Wealth sold 1,562 Coca-Cola shares in Q1 2026, an estimated $118K.
  • Coca-Cola made up 0.36% of Horizon Family Wealth's portfolio in Q1 2026, its #48 holding.
  • Horizon Family Wealth first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • Horizon Family Wealth's Coca-Cola position peaked at $857K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.