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

Horizon 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
Q2 		$292K Buy
3,593
+79
+2% +$6.24K 0.04% 124
2026
Q1 		$267K Sell
3,514
-2,441
-41% -$185K 0.04% 120
2025
Q4 		$416K Buy
5,955
+65
+1% +$4.53K 0.06% 84
2025
Q3 		$391K Buy
5,890
+31
+0.5% +$2.13K 0.06% 82
2025
Q2 		$415K Sell
5,859
-35
-0.6% -$2.49K 0.07% 67
2025
Q1 		$422K Buy
5,894
+2,359
+67% +$158K 0.07% 62
2024
Q4 		$220K Buy
3,535
+39
+1% +$2.55K 0.04% 86
2024
Q3 		$251K Buy
3,496
+20
+0.6% +$1.37K 0.05% 68
2024
Q2 		$221K Sell
3,476
-244
-7% -$15.1K 0.05% 67
2024
Q1 		$228K Sell
3,720
-218
-6% -$13.1K 0.06% 71
2023
Q4 		$232K Buy
3,938
+14
+0.4% +$795 0.06% 69
2023
Q3 		$220K Buy
3,924
+55
+1% +$3.3K 0.09% 67
2023
Q2 		$233K Buy
3,869
+16
+0.4% +$995 0.09% 66
2023
Q1 		$239K Sell
3,853
-2,556
-40% -$155K 0.18% 64
2022
Q4 		$408K Buy
6,409
+734
+13% +$44.3K 0.33% 32
2022
Q3 		$318K Sell
5,675
-631
-10% -$39.2K 0.23% 40
2022
Q2 		$397K Buy
6,306
+861
+16% +$54.6K 0.16% 59
2022
Q1 		$338K Buy
+5,445
New +$331K 0.11% 76

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Wealth Management's KO Position: Q2 2026 in Review

Horizon Wealth Management increased its Coca-Cola (KO) stake by 2.2% in Q2 2026, buying an estimated $6.24K and bringing the position to 3,593 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #124.

Horizon Wealth Management first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $422K in Q1 2025. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Horizon Wealth Management held 3,593 shares of Coca-Cola worth $292K as of Q2 2026.
  • Horizon Wealth Management bought 79 Coca-Cola shares in Q2 2026, an estimated $6.24K.
  • Coca-Cola made up 0.04% of Horizon Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Horizon Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • Horizon Wealth Management's Coca-Cola position peaked at $422K in Q1 2025.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.