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KOKO
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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in COCA COLA CO

Yes. HB Wealth Management holds 744,990 shares of KO (Coca Cola), worth $64.1M, as of its Q3 2026 13F filing. It increased the position by 53,547 shares (+7.7%) from Q2 2026. HB Wealth Management has held KO in every 13F on record since Q4 2021, 20 quarterly filings. KO is 0.3% of HB Wealth Management's reported 13F portfolio.

Current Value

$64.1M

Current Shares

744,990

Total Value Change

+$28M

Total Shares Change

+242,050

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
744,990
+7.7%
$64.1M0.3%$86.08
38
2026-Q2
Increased
691,443
+9.9%
$56.2M0.3%$80.79
39
2026-Q1
Increased
629,106
+4.9%
$47.8M0.3%$75.11
37
2025-Q4
Increased
599,770
+2.7%
$41.9M0.3%$68.58
36
2025-Q3
Increased
583,784
+21.2%
$38.7M0.3%$64.60
42
2025-Q2
Decreased
481,727
-16.1%
$34.1M0.3%$68.39
0
2025-Q1
Increased
573,832
+11.4%
$41.1M0.3%$68.75
39
2024-Q4
Increased
515,154
+2.4%
$32.1M0.3%$59.32
35
2024-Q3
Increased
502,940
+2.6%
$36.1M0.4%$67.96
36

Other major holders of KO: BERKSHIRE HATHAWAY INC

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