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

Horizon 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 		$53.7K Buy
661
+147
+29% +$11.6K 0.02% 140
2026
Q1 		$39.1K Buy
514
+76
+17% +$5.75K 0.02% 119
2025
Q4 		$30.6K Hold
438
– – 0.01% 112
2025
Q3 		$29K Buy
438
+340
+347% +$23.4K 0.01% 114
2025
Q2 		$6.92K Buy
98
+14
+17% +$997 ﹤0.01% 147
2025
Q1 		$6.04K Buy
84
+13
+18% +$868 ﹤0.01% 139
2024
Q4 		$4.44K Buy
71
+50
+238% +$3.26K ﹤0.01% 148
2024
Q3 		$1.51K Hold
21
– – ﹤0.01% 200
2024
Q2 		$1.34K Hold
21
– – ﹤0.01% 194
2024
Q1 		$1.28K Buy
+21
New +$1.26K ﹤0.01% 199

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Horizon Financial Services increased its Coca-Cola (KO) stake by 29% in Q2 2026, buying an estimated $11.6K and bringing the position to 661 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #140.

Horizon Financial Services first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Horizon Financial Services held 661 shares of Coca-Cola worth $53.7K as of Q2 2026.
  • Horizon Financial Services bought 147 Coca-Cola shares in Q2 2026, an estimated $11.6K.
  • Coca-Cola made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #140 holding.
  • Horizon Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.