Back to HB Wealth Management, LLC HB Wealth Management, LLC

KOKO
Showing 8 of 19 quarters

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

HB Wealth Management, LLC holds 691,443 shares of KO (COCA-COLA CO/THE), worth $56.2M as of 2026-Q2. The position was increased (+9.9% shares). KO represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$56.2M

Current Shares

691,443

Total Value Change

+$20.1M

Total Shares Change

+188,503

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
691,443
+9.9%
$56.2M0.3%$81.27
39
2026-Q1
Increased
629,106
+4.9%
$47.8M0.3%$79.34
37
2025-Q4
Increased
599,770
+2.7%
$41.9M0.3%$70.07
36
2025-Q3
Increased
583,784
+21.2%
$38.7M0.3%$65.58
42
2025-Q2
Decreased
481,727
-16.1%
$34.1M0.3%$69.31
0
2025-Q1
Increased
573,832
+11.4%
$41.1M0.3%$68.86
39
2024-Q4
Increased
515,154
+2.4%
$32.1M0.3%$60.25
35
2024-Q3
Increased
502,940
+2.6%
$36.1M0.4%$69.21
36

Other major holders of KO: BNP PARIBAS FINANCIAL MARKETS, BERKSHIRE HATHAWAY INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used