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Horst & Graben Wealth Management’s Coca-Cola KO Stock Holding History

Horst & Graben 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 		$759K Sell
9,339
-35
-0.4% -$2.76K 0.1% 111
2026
Q1 		$707K Buy
9,374
+40
+0.4% +$3.02K 0.1% 103
2025
Q4 		$653K Buy
9,334
+207
+2% +$14.4K 0.1% 102
2025
Q3 		$605K Sell
9,127
-17
-0.2% -$1.17K 0.09% 103
2025
Q2 		$647K Buy
9,144
+29
+0.3% +$2.07K 0.11% 93
2025
Q1 		$653K Buy
9,115
+216
+2% +$14.4K 0.12% 84
2024
Q4 		$554K Buy
8,899
+17
+0.2% +$1.11K 0.1% 91
2024
Q3 		$638K Buy
8,882
+330
+4% +$22.6K 0.11% 79
2024
Q2 		$544K Sell
8,552
-57
-0.7% -$3.53K 0.1% 83
2024
Q1 		$527K Hold
8,609
– – 0.11% 82
2023
Q4 		$507K Buy
8,609
+93
+1% +$5.28K 0.11% 79
2023
Q3 		$477K Buy
8,516
+44
+0.5% +$2.64K 0.12% 76
2023
Q2 		$510K Buy
8,472
+46
+0.5% +$2.86K 0.12% 70
2023
Q1 		$523K Sell
8,426
-383
-4% -$23.2K 0.13% 72
2022
Q4 		$560K Buy
8,809
+98
+1% +$5.92K 0.15% 76
2022
Q3 		$488K Buy
8,711
+45
+0.5% +$2.8K 0.14% 75
2022
Q2 		$545K Buy
8,666
+107
+1% +$6.78K 0.15% 72
2022
Q1 		$531K Hold
8,559
– – 0.13% 79
2021
Q4 		$507K Buy
8,559
+128
+2% +$7.13K 0.13% 79
2021
Q3 		$442K Buy
8,431
+3
+0% +$167 0.12% 86
2021
Q2 		$456K Buy
8,428
+12
+0.1% +$653 0.13% 84
2021
Q1 		$444K Hold
8,416
– – 0.14% 85
2020
Q4 		$462K Buy
8,416
+24
+0.3% +$1.24K 0.16% 73
2020
Q3 		$414K Buy
8,392
+14
+0.2% +$673 0.16% 73
2020
Q2 		$374K Sell
8,378
-197
-2% -$9.07K 0.16% 70
2020
Q1 		$379K Buy
+8,575
New +$463K 0.2% 63

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 $3.38T AUM 44.17% 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

Horst & Graben Wealth Management's KO Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Coca-Cola (KO) stake by 0.37% in Q2 2026, selling an estimated $2.76K and leaving 9,339 shares worth $759K. The position accounts for 0.1% of the portfolio, ranked #111.

Horst & Graben Wealth Management first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Horst & Graben Wealth Management held 9,339 shares of Coca-Cola worth $759K as of Q2 2026.
  • Horst & Graben Wealth Management sold 35 Coca-Cola shares in Q2 2026, an estimated $2.76K.
  • Coca-Cola made up 0.1% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Horst & Graben Wealth Management first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.