Position history for HB Wealth Management, LLC's holdings in COCA COLA CO
HB Wealth Management, LLC holds 599,770 shares of KO (COCA COLA CO), worth $41.9M as of 2025-Q4. The position was increased (++2.7% shares). KO represents 0.3% of HB Wealth Management, LLC's portfolio.
Current Value
$41.9M
Current Shares
599,770
Total Value Change
+$10.7M
Total Shares Change
+109,682
Other major holders of KO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 599,770 |
+2.7% |
| $41.9M |
| 0.3% |
| $70.07 |
36 |
| 2025-Q3 | Increased | 583,784 | +21.2% | $38.7M | 0.3% | $65.58 | 42 |
| 2025-Q2 | Decreased | 481,727 | -16.1% | $34.1M | 0.3% | $69.31 | 0 |
| 2025-Q1 | Increased | 573,832 | +11.4% | $41.1M | 0.3% | $68.86 | 39 |
| 2024-Q4 | Increased | 515,154 | +2.4% | $32.1M | 0.3% | $60.25 | 35 |
| 2024-Q3 | Increased | 502,940 | +2.6% | $36.1M | 0.4% | $69.21 | 36 |
| 2024-Q2 | Increased | 490,088 | +5.5% | $31.2M | 0.4% | $60.94 | 36 |