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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
Q2 		$6.8M Buy
83,653
+10,607
+15% +$838K 0.12% 145
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 $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 $3.37T AUM 44.26% 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

HUB Investment Partners's KO Position: Q2 2026 in Review

HUB Investment Partners increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $838K and bringing the position to 83,653 shares worth $6.8M. The position accounts for 0.12% of the portfolio, ranked #145.

HUB Investment Partners first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • HUB Investment Partners held 83,653 shares of Coca-Cola worth $6.8M as of Q2 2026.
  • HUB Investment Partners bought 10,607 Coca-Cola shares in Q2 2026, an estimated $838K.
  • Coca-Cola made up 0.12% of HUB Investment Partners's portfolio in Q2 2026, its #145 holding.
  • HUB Investment Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.