HWM
KO icon

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

Horizons 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 		$29.1K Hold
382
– – 0.02% 116
2025
Q4 		$26.7K Sell
382
-143
-27% -$9.97K 0.02% 119
2025
Q3 		$34.8K Hold
525
– – 0.02% 114
2025
Q2 		$37.1K Hold
525
– – 0.03% 110
2025
Q1 		$37.6K Hold
525
– – 0.03% 110
2024
Q4 		$32.7K Hold
525
– – 0.02% 109
2024
Q3 		$37.7K Hold
525
– – 0.03% 109
2024
Q2 		$34.3K Hold
525
– – 0.03% 113
2024
Q1 		$30.9K Hold
525
– – 0.02% 112
2023
Q4 		$30.9K Hold
525
– – 0.02% 112
2023
Q3 		$29.4K Hold
525
– – 0.02% 111
2023
Q2 		$31.6K Hold
525
– – 0.02% 117
2023
Q1 		$32.6K Hold
525
– – 0.02% 104
2022
Q4 		$33K Hold
525
– – 0.03% 105
2022
Q3 		$29K Hold
525
– – 0.03% 99
2022
Q2 		$34K Buy
+525
New +$33.3K 0.03% 99

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

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

Horizons Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 382 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #116.

Horizons Wealth Management first reported a position in KO in Q2 2022 and has held it in 16 quarters since. The position peaked at $37.7K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Horizons Wealth Management held 382 shares of Coca-Cola worth $29.1K as of Q1 2026.
  • Horizons Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Horizons Wealth Management first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Coca-Cola position peaked at $37.7K in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.