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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 		$243K Buy
+3,200
New +$242K ﹤0.01% 3062
2025
Q3 		– Sell
-10,800
Closed -$764K – 3291
2025
Q2 		$764K Buy
+10,800
New +$769K ﹤0.01% 1393
2024
Q4 		– Sell
-12,100
Closed -$869K – 2852
2024
Q3 		$869K Buy
+12,100
New +$829K ﹤0.01% 1312

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. 3,553 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.
  • 3,553 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.