Cynosure Group’s Coca-Cola KO Stock Holding History

Cynosure Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Hold	3,504	–	–	0.03%	187
2025 Q4	$245K	Buy	3,504 +46	+1%	+$3.21K	0.02%	398
2025 Q3	$229K	Sell	3,458 -10	-0.3%	-$688	0.02%	367
2025 Q2	$245K	Buy	3,468 +61	+2%	+$4.34K	0.03%	370
2025 Q1	$244K	Hold	3,407	–	–	0.03%	367
2024 Q4	$212K	Sell	3,407 -1,650	-33%	-$108K	0.03%	365
2024 Q3	$363K	Buy	5,057 +1,602	+46%	+$110K	0.05%	311
2024 Q2	$220K	Sell	3,455 -227	-6%	-$14.1K	0.04%	331
2024 Q1	$225K	Sell	3,682 -1,850	-33%	-$111K	0.04%	309
2023 Q4	$326K	Buy	5,532 +896	+19%	+$50.9K	0.06%	131
2023 Q3	$260K	Buy	4,636 +299	+7%	+$17.9K	0.08%	131
2023 Q2	$261K	Buy	+4,337	New	+$270K	0.08%	121
2020 Q2	–	Sell	-4,884	Closed	-$216K	–	40
2020 Q1	$216K	Sell	4,884 -861	-15%	-$46.5K	0.15%	63
2019 Q4	$318K	Hold	5,745	–	–	0.17%	58
2019 Q3	$313K	Sell	5,745 -2,031	-26%	-$109K	0.17%	57
2019 Q2	$396K	Buy	+7,776	New	+$381K	0.18%	61

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cynosure Group's KO Position: Q1 2026 in Review

Cynosure Group held its Coca-Cola (KO) position steady in Q1 2026 at 3,504 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #187.

Cynosure Group first reported a position in KO in Q2 2019 and has held it in 16 quarters since. The position peaked at $396K in Q2 2019. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cynosure Group held 3,504 shares of Coca-Cola worth $267K as of Q1 2026.
Cynosure Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.03% of Cynosure Group's portfolio in Q1 2026, its #187 holding.
Cynosure Group first reported a position in Coca-Cola in Q2 2019 and has held it in 16 quarters since.
Cynosure Group's Coca-Cola position peaked at $396K in Q2 2019.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.