Convergence Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Convergence Financial's KO Position: Q2 2026 in Review
Convergence Financial reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $65.4K and leaving 5,904 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #176.
Convergence Financial first reported a position in KO in Q2 2024 and has held it in 5 quarters since. The position peaked at $512K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Convergence Financial held 5,904 shares of Coca-Cola worth $480K as of Q2 2026.
- Convergence Financial sold 828 Coca-Cola shares in Q2 2026, an estimated $65.4K.
- Coca-Cola made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #176 holding.
- Convergence Financial first reported a position in Coca-Cola in Q2 2024 and has held it in 5 quarters since.
- Convergence Financial's Coca-Cola position peaked at $512K in Q1 2026.
- 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.