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 Q2	$412K	Sell	5,076 -636,209	-99%	-$50.2M	﹤0.01%	2839
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HRT Financial's KO Position: Q2 2026 in Review

HRT Financial reduced its Coca-Cola (KO) stake by 99% in Q2 2026, selling an estimated $50.2M and leaving 5,076 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

HRT Financial first reported a position in KO in Q2 2016 and has held it in 17 quarters since. The position peaked at $119M in Q4 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

HRT Financial held 5,076 shares of Coca-Cola worth $412K as of Q2 2026.
HRT Financial sold 636,209 Coca-Cola shares in Q2 2026, an estimated $50.2M.
Coca-Cola made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2839 holding.
HRT Financial first reported a position in Coca-Cola in Q2 2016 and has held it in 17 quarters since.
HRT Financial's Coca-Cola position peaked at $119M in Q4 2024.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.