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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
Q2 		$22.1M Buy
272,200
+269,000
+8,406% +$21.2M 0.04% 433
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 $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

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.