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

Horizon Wealth Management reduced its Coca-Cola (KO) stake by 41% in Q1 2026, selling an estimated $185K and leaving 3,514 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #120.

Horizon Wealth Management first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $422K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Horizon Wealth Management held 3,514 shares of Coca-Cola worth $267K as of Q1 2026.
  • Horizon Wealth Management sold 2,441 Coca-Cola shares in Q1 2026, an estimated $185K.
  • Coca-Cola made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Horizon Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • Horizon Wealth Management's Coca-Cola position peaked at $422K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.