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HUB Investment Partners’s Coca-Cola KO Stock Holding History

HUB Investment Partners’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 		$5.56M Buy
73,046
+8,855
+14% +$669K 0.13% 138
2025
Q4 		$4.49M Buy
+64,191
New +$4.47M 0.12% 144
2025
Q3 		– Sell
-53,192
Closed -$3.76M – 911
2025
Q2 		$3.76M Buy
53,192
+2,619
+5% +$187K 0.13% 140
2025
Q1 		$3.62M Buy
50,573
+427
+0.9% +$28.5K 0.14% 130
2024
Q4 		$3.12M Buy
50,146
+13,110
+35% +$856K 0.13% 128
2024
Q3 		$2.66M Buy
37,036
+503
+1% +$34.4K 0.12% 137
2024
Q2 		$2.33M Buy
36,533
+3,221
+10% +$199K 0.09% 141
2024
Q1 		$2.04M Sell
33,312
-59,621
-64% -$3.58M 0.11% 141
2023
Q4 		$5.48M Buy
92,933
+27,391
+42% +$1.56M 0.37% 69
2023
Q3 		$3.67M Buy
65,542
+7,233
+12% +$434K 0.55% 51
2023
Q2 		$3.51M Buy
58,309
+10,032
+21% +$624K 0.58% 42
2023
Q1 		$2.99M Buy
48,277
+2,919
+6% +$177K 0.62% 42
2022
Q4 		$2.89M Buy
45,358
+1,692
+4% +$102K 0.63% 36
2022
Q3 		$2.45M Buy
43,666
+3,252
+8% +$202K 0.74% 37
2022
Q2 		$2.54M Buy
40,414
+2,765
+7% +$175K 0.79% 32
2022
Q1 		$2.33M Sell
37,649
-3,654
-9% -$222K 0.55% 49
2021
Q4 		$2.45M Buy
41,303
+1,748
+4% +$97.3K 0.57% 48
2021
Q3 		$2.08M Sell
39,555
-814
-2% -$45.4K 0.49% 56
2021
Q2 		$2.18M Buy
40,369
+3,142
+8% +$171K 0.58% 47
2021
Q1 		$1.96M Buy
37,227
+7,672
+26% +$386K 0.58% 49
2020
Q4 		$1.46M Buy
+29,555
New +$1.53M 0.66% 44

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

HUB Investment Partners's KO Position: Q1 2026 in Review

HUB Investment Partners increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $669K and bringing the position to 73,046 shares worth $5.56M. The position accounts for 0.13% of the portfolio, ranked #138.

HUB Investment Partners first reported a position in KO in Q4 2020 and has held it in 21 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • HUB Investment Partners held 73,046 shares of Coca-Cola worth $5.56M as of Q1 2026.
  • HUB Investment Partners bought 8,855 Coca-Cola shares in Q1 2026, an estimated $669K.
  • Coca-Cola made up 0.13% of HUB Investment Partners's portfolio in Q1 2026, its #138 holding.
  • HUB Investment Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.