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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 		$27.2M Buy
358,100
+236,800
+195% +$17.9M 0.07% 253
2025
Q4 		$8.48M Sell
121,300
-12,000
-9% -$837K 0.03% 515
2025
Q3 		$8.84M Buy
133,300
+62,200
+87% +$4.28M 0.03% 432
2025
Q2 		$5.03M Buy
71,100
+5,000
+8% +$356K 0.02% 533
2025
Q1 		$4.73M Buy
66,100
+43,100
+187% +$2.88M 0.03% 450
2024
Q4 		$1.43M Buy
+23,000
New +$1.5M 0.01% 891
2024
Q3 		– Sell
-17,200
Closed -$1.09M – 2800
2024
Q2 		$1.09M Buy
17,200
+3,500
+26% +$217K 0.01% 980
2024
Q1 		$838K Buy
13,700
+2,400
+21% +$144K 0.01% 968
2023
Q4 		$665K Sell
11,300
-4,000
-26% -$227K ﹤0.01% 1202
2023
Q3 		$856K Buy
15,300
+5,000
+49% +$300K 0.01% 1090
2023
Q2 		$620K Buy
+10,300
New +$641K 0.01% 1245
2023
Q1 		– Sell
-9,100
Closed -$578K – 2847
2022
Q4 		$578K Buy
+9,100
New +$549K 0.01% 1317
2022
Q2 		– Sell
-11,500
Closed -$713K – 3332
2022
Q1 		$713K Buy
+11,500
New +$699K 0.01% 1368
2021
Q2 		– Sell
-14,000
Closed -$737K – 3192
2021
Q1 		$737K Buy
+14,000
New +$705K 0.01% 1495
2020
Q3 		– Sell
-17,300
Closed -$772K – 2142
2020
Q2 		$772K Buy
+17,300
New +$797K 0.02% 625
2020
Q1 		– Sell
-47,300
Closed -$2.62M – 1077
2019
Q4 		$2.62M Buy
47,300
+43,400
+1,113% +$2.33M 0.11% 150
2019
Q3 		$212K Buy
+3,900
New +$209K 0.01% 1119

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.