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 Q2	$1.19M	Buy	14,649 +284	+2%	+$22.4K	0.29%	57
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Taylor Hoffman Capital Management's KO Position: Q2 2026 in Review

Taylor Hoffman Capital Management increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $22.4K and bringing the position to 14,649 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #57.

Taylor Hoffman Capital Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Taylor Hoffman Capital Management held 14,649 shares of Coca-Cola worth $1.19M as of Q2 2026.
Taylor Hoffman Capital Management bought 284 Coca-Cola shares in Q2 2026, an estimated $22.4K.
Coca-Cola made up 0.29% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #57 holding.
Taylor Hoffman Capital Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.