Convergence Financial’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$512K Buy
+6,732
New +$509K 0.05% 142
2025
Q2
Sell
-3,278
Closed -$235K 182
2025
Q1
$235K Buy
+3,278
New +$219K 0.05% 157
2024
Q4
Sell
-2,930
Closed -$211K 167
2024
Q3
$211K Sell
2,930
-804
-22% -$55.1K 0.04% 153
2024
Q2
$238K Buy
+3,734
New +$231K 0.06% 133

Other funds holding KO

Convergence Financial's KO Position: Q1 2026 in Review

Convergence Financial opened a new position in Coca-Cola (KO) in Q1 2026: 6,732 shares worth $512K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Convergence Financial previously reported a position in KO as recently as Q1 2025.

Convergence Financial first reported a position in KO in Q2 2024 and has held it in 4 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Convergence Financial held 6,732 shares of Coca-Cola worth $512K as of Q1 2026.
  • Coca-Cola was a new Convergence Financial position in Q1 2026.
  • Coca-Cola made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #142 holding.
  • Convergence Financial first reported a position in Coca-Cola in Q2 2024 and has held it in 4 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.