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Hoxton Planning & Management’s Coca-Cola KO Stock Holding History

Hoxton Planning & 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 		$409K Buy
5,029
+109
+2% +$8.61K 0.11% 144
2026
Q1 		$374K Sell
4,920
-26
-0.5% -$1.97K 0.11% 131
2025
Q4 		$346K Buy
4,946
+116
+2% +$8.09K 0.1% 140
2025
Q3 		$320K Sell
4,830
-103
-2% -$7.09K 0.1% 149
2025
Q2 		$349K Buy
4,933
+203
+4% +$14.5K 0.12% 138
2025
Q1 		$339K Sell
4,730
-258
-5% -$17.2K 0.13% 133
2024
Q4 		$311K Sell
4,988
-92
-2% -$6K 0.12% 152
2024
Q3 		$365K Buy
5,080
+191
+4% +$13.1K 0.14% 134
2024
Q2 		$311K Sell
4,889
-884
-15% -$54.7K 0.14% 112
2024
Q1 		$353K Buy
5,773
+1,182
+26% +$71K 0.17% 110
2023
Q4 		$271K Sell
4,591
-1,752
-28% -$99.5K 0.14% 115
2023
Q3 		$355K Sell
6,343
-992
-14% -$59.5K 0.23% 86
2023
Q2 		$442K Buy
7,335
+67
+0.9% +$4.17K 0.27% 73
2023
Q1 		$451K Buy
7,268
+43
+0.6% +$2.6K 0.25% 80
2022
Q4 		$460K Buy
+7,225
New +$436K 0.24% 84

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Hoxton Planning & Management's KO Position: Q2 2026 in Review

Hoxton Planning & Management increased its Coca-Cola (KO) stake by 2.2% in Q2 2026, buying an estimated $8.61K and bringing the position to 5,029 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #144.

Hoxton Planning & Management first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $460K in Q4 2022. 864 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hoxton Planning & Management held 5,029 shares of Coca-Cola worth $409K as of Q2 2026.
  • Hoxton Planning & Management bought 109 Coca-Cola shares in Q2 2026, an estimated $8.61K.
  • Coca-Cola made up 0.11% of Hoxton Planning & Management's portfolio in Q2 2026, its #144 holding.
  • Hoxton Planning & Management first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Coca-Cola position peaked at $460K in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.