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Taylor Hoffman Capital Management’s Coca-Cola KO Stock Holding History

Taylor Hoffman Capital Management’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 		$1.09M Hold
14,365
– – 0.34% 58
2025
Q4 		$1M Hold
14,365
– – 0.31% 58
2025
Q3 		$953K Hold
14,365
– – 0.3% 58
2025
Q2 		$1.02M Buy
14,365
+37
+0.3% +$2.64K 0.35% 55
2025
Q1 		$1.03M Buy
14,328
+600
+4% +$40.1K 0.38% 58
2024
Q4 		$855K Hold
13,728
– – 0.31% 62
2024
Q3 		$897K Buy
+13,728
New +$940K 0.34% 59

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

Taylor Hoffman Capital Management's KO Position: Q1 2026 in Review

Taylor Hoffman Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 14,365 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #58.

Taylor Hoffman Capital Management first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Taylor Hoffman Capital Management held 14,365 shares of Coca-Cola worth $1.09M as of Q1 2026.
  • Taylor Hoffman Capital Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.34% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #58 holding.
  • Taylor Hoffman Capital Management first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.