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HRT Financial’s Coca-Cola KO Stock Holding History

HRT Financial’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 		$48.8M Buy
641,285
+506,367
+375% +$38.3M 0.12% 132
2025
Q4 		$9.43M Buy
+134,918
New +$9.41M 0.03% 482
2025
Q3 		– Sell
-120,157
Closed -$8.27M – 3292
2025
Q2 		$8.5M Sell
120,157
-859,944
-88% -$61.3M 0.04% 360
2025
Q1 		$70.2M Sell
980,101
-937,008
-49% -$62.6M 0.44% 27
2024
Q4 		$119M Buy
+1,917,109
New +$125M 0.62% 21
2024
Q3 		– Sell
-1,036,427
Closed -$71M – 2799
2024
Q2 		$66M Buy
1,036,427
+924,864
+829% +$57.3M 0.37% 33
2024
Q1 		$6.83M Buy
+111,563
New +$6.7M 0.04% 195
2023
Q4 		– Sell
-537,380
Closed -$30.5M – 2721
2023
Q3 		$30.1M Buy
537,380
+258,590
+93% +$15.5M 0.3% 41
2023
Q2 		$16.8M Buy
+278,790
New +$17.3M 0.16% 89
2022
Q4 		– Sell
-85,863
Closed -$5.18M – 2825
2022
Q3 		$4.81M Buy
+85,863
New +$5.34M 0.05% 304
2021
Q4 		– Sell
-312,482
Closed -$16.4M – 3648
2021
Q3 		$16.4M Buy
+312,482
New +$17.4M 0.1% 100
2021
Q1 		– Sell
-87,119
Closed -$4.38M – 2924
2020
Q4 		$4.78M Buy
+87,119
New +$4.5M 0.1% 161
2019
Q3 		– Sell
-9,434
Closed -$505K – 1504
2019
Q2 		$480K Buy
+9,434
New +$462K 0.03% 423
2018
Q1 		– Sell
-20,162
Closed -$925K – 231
2017
Q4 		$925K Buy
+20,162
New +$927K 0.94% 18
2016
Q4 		– Sell
-10,761
Closed -$455K – 101
2016
Q3 		$455K Buy
10,761
+5,843
+119% +$256K 0.4% 34
2016
Q2 		$222K Buy
+4,918
New +$222K 0.13% 91

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

HRT Financial's KO Position: Q1 2026 in Review

HRT Financial increased its Coca-Cola (KO) stake by 375% in Q1 2026, buying an estimated $38.3M and bringing the position to 641,285 shares worth $48.8M. The position accounts for 0.12% of the portfolio, ranked #132.

HRT Financial first reported a position in KO in Q2 2016 and has held it in 16 quarters since. The position peaked at $119M in Q4 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • HRT Financial held 641,285 shares of Coca-Cola worth $48.8M as of Q1 2026.
  • HRT Financial bought 506,367 Coca-Cola shares in Q1 2026, an estimated $38.3M.
  • Coca-Cola made up 0.12% of HRT Financial's portfolio in Q1 2026, its #132 holding.
  • HRT Financial first reported a position in Coca-Cola in Q2 2016 and has held it in 16 quarters since.
  • HRT Financial's Coca-Cola position peaked at $119M in Q4 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.