Convergence Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Convergence Financial's KO Position: Q3 2026 in Review
Convergence Financial reduced its Coca-Cola (KO) stake by 44% in Q3 2026, selling an estimated $227K and leaving 3,289 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #222.
Convergence Financial first reported a position in KO in Q2 2024 and has held it in 6 quarters since. The position peaked at $512K in Q1 2026. 1,522 funds tracked by Wall St. Rank hold KO as of Q3 2026.
- Convergence Financial held 3,289 shares of Coca-Cola worth $283K as of Q3 2026.
- Convergence Financial sold 2,615 Coca-Cola shares in Q3 2026, an estimated $227K.
- Coca-Cola made up 0.04% of Convergence Financial's portfolio in Q3 2026, its #222 holding.
- Convergence Financial first reported a position in Coca-Cola in Q2 2024 and has held it in 6 quarters since.
- Convergence Financial's Coca-Cola position peaked at $512K in Q1 2026.
- 1,522 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.
Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.